Bird & Co Solicitors
From quote to completion on one case system
How an embedded quote calculator, client & stakeholder portals, and clear reporting helped a multi‑office team scale a national service.
At a glance
Firm: Bird & Co Solicitors LLP
Offering: National conveyancing service for clients in the UK and worldwide
Champion: Chris Jeyes, leading the team’s shift from a small traditional firm to a modern, multi‑location operation
Why change: Previous tools were frustrating, poor value, and slow to use
Key features used: Website quote calculator (embedded), CRM-style lead tracking & alarms, conversion reporting, automated emails, client & stakeholder portals, customisable workflows
Commercials: Predictable pricing. No hidden fees or bolt‑ons
The Bird & Co story
Bird & Co set out to build a high-volume, national conveyancing practice without compromising the personal touch. During his search, Chris Jeyes discovered InTouch and immediately embedded the quotation calculator on the website, then began using InTouch to track and convert leads across multiple offices.
Early impressions stuck: the system was self‑explanatory, good value, and free of gotchas.
“There are no hidden fees/set up fees, or bolt-on extras with InTouch. What you see is what you get.”
With InTouch, Bird & Co has achieved outstanding results including:
Website quotes to live matters: instant online pricing leads to faster client onboarding.
Lead discipline at scale: 20+ enquiries a day tracked consistently with follow‑up alarms.
Conversion visibility: monthly reporting shows how many quotes turn into instructions.
Clients & agents self‑serve: automated emails plus client and stakeholder portals reduce progress‑chasing calls.
A single source of truth
Bird & Co run the conveyancing journey from a single source of truth in InTouch:
The quote calculator embedded on the site feeds enquiries directly into the pipeline.
CRM-style follow‑up with alarms ensures every lead gets timely contact.
Conversion reporting provides Chris with a crucial view of performance each month.
Automated emails and secure portals keep clients, estate agents, and other stakeholders informed on any device, at any time.
Customisable workflows align the software with Bird & Co’s way of working.
Quote‑to‑instruction
Chris had tried other systems and found them clunky. With InTouch, the calculator embed was immediate, and styling it to match the site was straightforward. Prospects receive clear pricing without back‑and‑forth; the team gets structured data and a consistent follow‑up path. The result: less manual effort, more converted instructions.
Life after go‑live
More organised intake: alarms + shared views mean no lead falls through the cracks.
Less admin: automated comms replace manual updates and attachments.
Happier clients (and agents): portals answer “what’s the status?” before the phone rings.
Unified practice: multi‑office teams work the same way, with the same goals.