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.
Bird & Co Solicitors LLP provide a national conveyancing service, delivering an efficient, streamlined experience for clients across the UK and internationally.
Chris Jeyes has led the growth of the conveyancing team, helping the firm evolve from a small traditional setup to one capable of serving many more clients across multiple locations.
How did you find out about InTouch Conveyancing Software?
Through research, Chris came across InTouch and was able to embed the quotation calculator on the firm’s website quickly and easily. Previous systems had been frustrating to use, but InTouch was immediately self-explanatory. Chris also found InTouch to offer better value than many competitors: no hidden fees, no set-up charges, and no bolt-on extras—what you see is what you get.
How do you use InTouch?
Bird & Co use InTouch as a CRM to follow up on leads—often more than 20 per day. Monthly conversion reporting is built in, which is essential for managing the pipeline. Reminders (“alarms”) help the team follow up consistently, so staff across multiple offices work in the same way towards the same goals.
How does using InTouch benefit your clients?
Clients benefit from automated emails and a secure online portal. Keeping clients up to date is essential; with the portal they can check progress and access documents from any device, at any time, without waiting for an email. Estate agents and other stakeholders also have their own secure view, which significantly reduces progress-chasing phone calls.
How satisfied are you with InTouch?
Chris is very satisfied with how unfailingly helpful Director Marvin Rounce is in updating the software to fit Bird & Co’s needs.
Would you recommend InTouch to other firms?
Yes. The ability to fully customise the system, style and embed the calculator, and manage milestones are key reasons Chris would recommend InTouch to firms looking for a quote engine and clear status tracking.
A comment to finish…
In addition to all the above, it is refreshing to find a software provider so engaged and helpful—as reported by everyone who has worked with Marvin & Dale at InTouch (and Chris has heard this from multiple sources).
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.