EVOLVE Law Case Study
How Evolve Law made residential conveyancing more flexible, connected and efficient with InTouch
Evolve Law is a specialist residential conveyancing firm based in Milton Keynes, supporting clients locally and across England and Wales.
After working with a system that felt clunky and linear, the team needed a more flexible way to manage conveyancing matters, support clients and connect with the suppliers and services they use.
With InTouch, Evolve Law has created workflows around the way the firm operates, introduced a client portal, improved the flow of data and documents through integrations, and given its conveyancing team a more flexible system for managing matters.
“We’d highly recommend InTouch. I think if you’re not sure or you’re not happy with your current suppliers, I think speak to InTouch, reach out, get in touch with existing customers, and just speak to the team.”
- Marc Lansdell, Managing Director of Evolve Law
Practice area: Residential conveyancing
Focus: Residential conveyancing for clients in and around Milton Keynes and across England and Wales
Needed: A more flexible case management system to replace a clunky, linear way of working and better connect the team, clients and suppliers
Using InTouch for: Customisable conveyancing workflows, client portal, integrations, data and document transfer, operational efficiency and ongoing support
Why Evolve Law chose InTouch
Evolve Law wanted a case management system that could support the way its residential conveyancing team worked, rather than forcing the firm into a rigid, linear process.
InTouch stood out because the platform was straightforward to set up, with conveyancing workflows already available, while still giving Evolve Law the flexibility to adapt those workflows around its own operation. The willingness of the InTouch team to work closely with the firm was also an important part of the decision.
That combination of ready-made functionality, flexibility and hands-on support gave Evolve Law a system it could begin using quickly and continue shaping over time.
“When we first approached InTouch, we were blown away by their friendliness, but also their willingness to work with us.”
The result
With InTouch, Evolve Law has created a more flexible, connected and efficient residential conveyancing process.
The team can adapt workflows around the way the firm operates, rather than following a rigid, linear process. Clients have access to important documents and clearer visibility over their transaction through the portal, while integrations help information and documents move more efficiently between systems.
Key outcomes include:
More flexible residential conveyancing workflows
A less clunky and linear way of managing matters
Workflows that can be adapted around the firm’s own processes
Better client visibility through the InTouch portal
Easier access to important documents for clients
More efficient data transfer between InTouch and integrated systems
Documents returned directly to the matter, ready for the team to use
The flexibility to explore integrations with preferred third-party suppliers
Fast, friendly and responsive support from the InTouch team
A case management system that can continue to evolve with the firm
Full video transcript
My name is Marc Lansdell, and I’m the Managing Director of Evolve Law, based in Milton Keynes.
As a business, we only deal with residential conveyancing. We’ve got a wide client base, with a lot of clients locally in and around Milton Keynes, but we also work with introducers and clients based all around England and Wales.
We’ve been working with InTouch for over eight years now. When we first approached InTouch, we were blown away by their friendliness, but also their willingness to work with us.
Setting up on the InTouch system was really simple. Out of the box, the workflows are already in the system. The brilliance of the system is that you’ve got access to the settings and you’re able to manipulate those workflows, really designing the system and workflows around how you operate as a law firm.
When we needed some help, the team were always available on the phone and were happy to come down and see us. They were just absolutely brilliant.
I think what changed the most for us, and specifically for the team, was the ability within the system to really change the way they work. The system we were using before was quite clunky and very linear. InTouch allows you to be really flexible within the same ecosystem.
From a client point of view, we didn’t have a client portal. InTouch allows clients to access important documents and see where they are during their case. It also gives them an understanding of where they are in the transaction and allows them to be part of it, which was really important for us.
The integrations within InTouch are fantastic. Operationally, it has been really efficient to have those integrations, with data transferring between the systems and documents coming back into InTouch, so the team has them available and ready to use and interact with.
Importantly, if you have suppliers you prefer to use that aren’t integrated, InTouch is really open to having those conversations. With the open API that InTouch and most third-party suppliers have, we’ve found that those integrations can be put in place within a matter of weeks.
As a Managing Director, support for us and for the conveyancing team is really important. InTouch excels at that. The support team is very quick to come back to you, but they’re also friendly and want to help. There are no barriers to them assisting you with your queries.
We’d highly recommend InTouch. If you’re not sure or you’re not happy with your current supplier, speak to InTouch, reach out, get in touch with existing customers and speak to the team.