A firm of Licensed Conveyancers based in Nottingham, specialising in residential conveyancing.
Michelle O’Shea and Co was introduced to InTouch through a client, Marvin Rounce, who approached them after his first house purchase with them. As a software developer, Marvin realised the need for an automated update system in the conveyancing process to reduce the need for clients to manually request updates. The firm agreed to assist with the initial development by providing their conveyancing process knowledge.
Previously, the firm did not use a case management system. They relied on manually filling out Word document templates for each file, which was time-consuming and inefficient.
The firm was drawn to the idea of automated updates to reduce the frequency of update requests from clients, estate agents, and other stakeholders. As InTouch’s first client, they were instrumental in developing the initial automated update system.
InTouch set up the firm’s document templates with data markers and custom fields, transforming their process into a more efficient case management system. The ability to use their own templates was a significant advantage, promising substantial time savings over manual document completion.
InTouch’s team assisted by creating and troubleshooting templates, ensuring smooth transitions. The firm continues to rely on InTouch’s support for any issues that may arise today.
The transition to InTouch was well-received, with users appreciating the improved efficiency compared to the manual processes.
“Most of us even question now how we managed to do everything before compared to now.”
The ability to generate online estimates and calculate stamp duty land tax has been particularly time-saving.
Clients appreciate the portal and app, enjoying the automated updates.
Having never used a case management system before, the firm finds InTouch intuitive and efficient. They appreciate the ability to label documents and assign tasks for review within the system, making it easy to locate information quickly.
The firm enjoys the integrations with Quantus for ordering searches and Thirdfort for electronic identification and proof of funds checks, both of which save considerable time by streamlining processes and automatically attaching results to the relevant matter.
“Time saved by not having to log into a separate portal to order and receive reports.”
Significant time savings have been realised by not needing to log into separate portals to order and receive reports.
InTouch has proven to be a game-changer for this Nottingham-based conveyancing firm. By addressing their previous inefficiencies and providing robust features for automated updates and document management, InTouch has delivered substantial time and cost savings, and significantly increased productivity.
From transforming their document management process to streamlining their financial operations and integrating with useful partners, InTouch has become an invaluable tool for the firm’s success. If you are considering a switch from LEAP or another system, the experiences of this firm illustrate the transformative impact of InTouch on improving efficiency, reducing costs, and enhancing overall productivity.
