Discover our case management software that’s perfect for conveyancers
The client portal is at the heart of InTouch - case management for conveyancers, allowing clients, estate agents, referrers, and introducers to log into their own customised portal that details their property transaction progress in real time.
This transparency reduces the need for frequent status update calls, freeing up your team to focus on more complex tasks.
Clients appreciate the ability to access updates whenever they need, leading to increased satisfaction and a significant reduction in progress-chasing phone calls.
What sets InTouch apart as the best conveyancing software available, is that this client portal functionality is not an expensive third-party add-on; it’s included into our end-to-end solution. This ensures that all aspects of the conveyancing process work seamlessly together, providing you with a cost-effective, comprehensive system that enhances client communication and improves overall efficiency.
InTouch is designed to support your team in working with precision and efficiency while ensuring full compliance with regulatory requirements. With our platform, actions undertaken on a matter are automatically logged through an audit history, providing a clear, traceable record of all activities. This feature is essential for maintaining accountability and transparency across the conveyancing process.
Documents are securely stored within InTouch, safeguarding sensitive information and ensuring that your team always has access to the most current and accurate data. The secure storage system is built to protect against unauthorised access, helping you comply with data protection regulations and giving your clients peace of mind.
By automating routine tasks and integrating compliance checks into everyday workflows, InTouch not only reduces the risk of errors but also allows your team to handle more cases with greater efficiency. This ensures that your firm operates smoothly, accurately, and within the bounds of all regulatory requirements, without the need for costly third-party solutions.
The onboarding process can often be a bottleneck in property transactions, but with InTouch conveyancing case management system, it’s seamless. Our digital forms, legal forms, ID verification, e-signature capabilities, and AML (Anti-Money Laundering) checks are integrated into the client onboarding solution.
This not only speeds up the process but also ensures that all necessary compliance steps are completed without manual oversight. Clients appreciate the convenience of completing everything online, and your team benefits from an organised, streamlined approach.
InTouch’s case management for property lawyers allows you to customise your matter types with powerful workflows, automatic reminders, custom fields, and document/email/SMS templates.
This level of customisation means that each type of matter can be handled with a process tailored specifically to its requirements, ensuring efficiency and accuracy. Automatic reminders keep cases on track, reducing delays, and allowing your firm to handle a higher volume of cases without sacrificing quality. By optimising your workflow, you can complete more matters in less time, boosting your firm’s productivity and profitability.
Effective communication is critical in conveyancing, and InTouch provides the tools to make it easy. With automated emails, document generation, and secure messaging, your clients are kept informed at every stage of their transaction. The ability to customise communication templates means you can maintain a personal touch while saving time. The secure client portal ensures that all communications are easily accessible to the client, which enhances their experience and reduces the need for follow-ups.
InTouch’s conveyancing software’s robust reporting and analysis tools provide real-time insights into your firm’s performance.
Track case progress, identify bottlenecks, and monitor staff productivity with ease.
Performance analysis allows you to make data-driven decisions that improve efficiency and client satisfaction.
By collecting client feedback, you can continuously refine your processes and service offerings, ensuring your firm remains competitive and responsive to client needs.
Conveyancers typically use specialised conveyancing software designed to manage the legal and administrative aspects of property transactions. These tools often include features for document management, client communication, task tracking, and compliance checks. The choice of software often depends on the firm’s specific needs and the size of their operation.
The best conveyancing software should be tailored to your needs, with the primary goal of simplifying your workflow. It should reduce workload, minimise human error, and speed up the conveyancing process. Look for software that offers comprehensive integrations, automation features, and robust security measures to protect against potential fraud.
Choosing the right case management system involves considering several key factors to ensure it meets your needs:
By carefully considering these factors, you can select a case management system that best supports your practice’s needs and goals.
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