Conveyancing searches and ID checks
Launch searches directly from cases
Stop copying details into portals and hunting for results.
Plug InfoTrack, TM Group, and Thirdfort directly into InTouch, allowing you to place orders from the matter, track live status in one view, and have reports and certificates automatically filed to the right case with costs posted and a complete audit trail.
Order, verify and file in a unified place
Using InTouch to launch conveyancing checks and searches means:
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Orders are prefilled with client names, property address, title or reference numbers, fee earner details and your file reference. For Thirdfort, we pass contact details and case context so ID, AML and Source of Funds start in a couple of clicks.
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Place orders from the matter and get on with the next task. Live status flows back into InTouch so you can see what is ordered, pending and complete at a glance. Optional alerts let you know when results land.
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Results, reports and certificates return to the correct matter automatically, neatly named and time stamped. Costs can post to disbursements or ledgers as you have configured. The full history is captured on the case timeline, so anyone can pick up the file and see what happened.
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When status is clear internally, updates to clients are quick and accurate. Share progress from the same system you use to run the file. No digging for attachments, no checking portals and calling back.
Turnkey integrations you can switch on today
InfoTrack UK & Australia
Order residential and commercial searches, see live status, and let results return to the matter automatically.
TM Group, including former CDS
Order and track searches inside InTouch. View status and spend, with documents stored against the correct case.
Thirdfort for compliance
Initiate digital ID verification, AML checks, and Source of funds verification for the matter. Status and reports return with a full audit trail.
Want another provider connected? We are integration friendly. Just ask.
Speed, accuracy and control built in
The small details that save hours at scale.
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Client and property details, title or reference, fee earner and file ref drop in automatically across InfoTrack, TM Group and Thirdfort.
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See requested, in progress and completed without portal hopping. Optional in-app and email nudges when results land.
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Results and certificates return to the correct matter, clearly named and time stamped. Indexed in Services and your folder structure.
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Map provider fees to your disbursement codes and VAT rules once. We post them to disbursements or ledgers as configured.
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Role-based access keeps sensitive info with the right people. Every order and action is time stamped on the case timeline.
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Track order volumes, spend and turnaround by provider, team, office or matter type. Spot bottlenecks and manage supplier performance.
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Sync with your DMS, BI or finance tools. Webhooks fire on events like order placed, status updated and results received.
Ordering and tracking searches in practice
Order from the matter
Open the file and order searches on a workflow task or use the services tab. Choose InfoTrack, TM Group or Thirdfort. InTouch prepopulates the order and takes you to place it in a couple of clicks.
Track and file automatically
Each order shows as open or completed with live updates in InTouch. When results arrive, documents auto file to the matter with clear names and timestamps, and every step is logged on the Transactions tab. Allow auto sharing to clients from your matter template if you want.
FAQs
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Yes. InTouch pushes the relevant case information into the provider order, which reduces rekeying and the errors that come with it.
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Orders go out instantly. As soon as the provider completes them, results arrive back in InTouch. No downloading or re uploading needed.
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No. Thirdfort manages digital ID verification, AML checks and Source of Funds. InTouch integrates with Thirdfort so you can manage compliance alongside your searches.
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InfoTrack UK and Australia, TM Group including former CDS, and Thirdfort. If your preferred provider is not listed, tell us what you need.
Are you a conveyancing search provider?
To integrate with InTouch, email enquiries@intouch.cloud. Our real time API and webhooks make it straightforward to connect.