law firm document management
Documents that really do write themselves
Turn your precedent bank into innovative templates. InTouch pulls parties, addresses, dates and other matter data straight from the case, then applies simple rules to include only the clauses that fit. The result is accurate, on-brand documents in minutes rather than hours.
Auto-fill parties, addresses, dates and other case data
Include or exclude paragraphs based on simple rules
Curate a consistent house style
Your process, your fields, no developer required
Tailor InTouch to the way your firm works.
Add new data fields for any matter type or stakeholder in minutes. As soon as you create a field, it’s ready to use in documents and emails. If something’s missing when generating a document, InTouch prompts you to capture it on the spot.
Customise fields by matter type and stakeholder.
Add and roll out fields without waiting on IT.
Inline prompts prevent missing names, dates or figures.
New fields are instantly available in templates and comms.
Consistent capture reduces rework and errors.
Refresh your templates from Microsoft Word
Keep your precedent bank current without changing tools. Add merge markers and simple if/then rules in Word, then upload the document to InTouch. Finally, validate your tags and logic before anyone uses the template. Need a one-off tweak? Generate a Word version, edit it, and file it back to the matter using the Word add-in.
Update in Word and roll out instantly with
Built-in validation catches broken tags and logic up front.
Rules that ensure the right clauses for each matter, every time.
Ad-hoc edits that save straight back to the case file.
Canned mail and SMS templates
Build message templates just like documents.
Add data markers and simple rules in Word-style templates, and InTouch pulls the correct names, dates and figures from the matter, so every update feels tailored, at scale.
This means you can:
Automatically update documents to address each recipient.
Include only the sections that apply to the matter or stage.
Pull and populate fields straight from case data.
Maintain a consistent tone, disclaimers and house style across teams.
Trigger messages on status changes or key dates, or send on demand.
Logic that makes templates smarter
Use simple logic to keep documents accurate and relevant. Supported helpers include:
IF to include a paragraph when a condition is met
ELSEIF for alternate conditions
FOREACH to list items such as parties or assets
CALC for basic calculations
DATETIME for date and time formatting
Get documents signed online
Use built-in e-signatures so clients can sign through the portal from any device. Signed copies and a completion certificate file back to the matter automatically.
With InTouch’s eSignature function you can:
Send for signature on any document you create or upload
No printing or scanning, just click to sign
Clear audit trail records who signed and when
Cloud storage with backups you can rely on
Because InTouch is cloud-based, there is no practical limit to the number of documents you can store on a matter. Access your files from anywhere, with protection from geo-replication and multiple backups to reduce the risk of data loss.
Keep all your files neatly together
Find your files quickly in each matter.
InTouch files documents, emails, text messages, and form submissions directly in the right matter. No printing, no inbox diving, just a complete digital file that’s ready when you are. Want to see it in action? Book a demo with our team now.
Want to see it?
The first step is to book a demo with our team.
In this session, we'll talk through your case management process, and show you how firms just like yours are using InTouch to run matters efficiently and intelligently.