Conveyancing Client Communication
Communication that keeps property transactions moving
Property transactions involve many people and constant change. Without timely updates, things stall. InTouch gives everyone one place to see progress, share documents and know what happens next.
Deliver live updates for clients, agents and brokers
Store documents and messages on the matter, not in inboxes
Get automatic alerts when tasks move or files are shared
Cut chasing calls up 40%
One place for progress, crafted for each stakeholder’s role
Invite clients, agents, brokers and other parties to a secure portal. They see what is happening and what is needed, without calling to chase.
Using the stakeholder portal in InTouch you can:
Share documents directly to the matter, such as search reports, fixtures and fittings forms, client care letters
Show milestones that match the stakeholder, for example, a broker can see different steps than a client does
Post notes on milestones so everyone sees updates and context
Automatic updates that send themselves
Keep everyone informed without extra effort. Set up automatic updates as work progresses.
You can choose to trigger updates when: a task is completed, a note is added, a new document is shared, and more. You decide who receives what and on which channel. For example, you may set up the portal so clients see clear next steps, while partners see the status that matters to them.
Talk to people where they are
Use the channels your clients prefer. Every message and file is saved to the matter in InTouch, so nothing gets lost.
Two-way SMS: quick prompts and replies, filed to the case
Email from your address: send and receive in InTouch; threads and attachments stored
E-signatures: sign online with a clear record
Online forms: clients complete on any device; data goes straight into the case
Portal sharing: share and collect documents in one place
Built from direct experience, and a series of unfortunate events
InTouch started in 2012 after our founders had two (yes, two) purchases fall through, at least one avoidable with better communication. It was from this experience that InTouch was built, and the idea was simple: provide all stakeholders with a shared view of the transaction, allowing information to flow and decisions to be made faster. Today, that’s known as the InTouch stakeholder portal.
Ready to make a move?
The first step is to book a demo with our team.
In this session, we'll talk through your conveyancing process, and show you how firms just like yours are using InTouch to run matters efficiently and intelligently.