Michelle O’Shea and Co

The first firm to use InTouch

How co‑designing automated updates and smart templates turned a manual practice into a modern, paper‑light operation.

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At a glance

Firm: Michelle O’Shea & Co — Licensed Conveyancers in Nottingham

Specialism: Residential conveyancing

Why change: No case management system; manual Word templates and updates slowed work and raised admin load

Chosen for: Automated updates, data‑driven document templates, integrated accounts, client portal & app

Key integrations: Quantus (searches), Thirdfort (eID/POF)

The Michelle O’Shea and Co Story

This Nottingham practice became InTouch’s very first firm after an unusual introduction. Following his first house purchase with the firm, software developer Marvin Rounce returned as a client‑turned‑creator with a simple idea: automate status updates so clients don’t need to chase by phone or email. The team agreed to collaborate, contributing their conveyancing know‑how to shape the earliest version of InTouch’s automated updates and client communications.

Before InTouch, the firm had no case management system. Each matter meant manually filling Word templates, rekeying data, and fielding frequent “any update?” calls from clients and estate agents. Co‑designing InTouch changed that—from the first online estimate through to completion, updates and documents now flow from one place.

With InTouch, Michelle O’Shea and Co has achieved outstanding results including:

Significant time saved through automated updates and template‑driven documents.

Less progress‑chasing thanks to the client portal and app with real‑time updates.

Faster onboarding with online estimates and stamp duty land tax calculations.

Integrated accounts and bank reconciliation cut duplicate postings and eliminate extra software.

Bringing everything together

InTouch became the operational hub, replacing piecemeal tools with a single source of truth:

  • Document templates with data markers & custom fields turned manual Word work into click‑to‑generate packs.

  • Client portal & mobile app push automatic milestones and surface documents instantly.

  • Online estimates & SDLT: fast, accurate quotes with tax calculations baked in.

  • Integrated accounts streamline postings and improve bank rec.

  • Quantus (ordering searches) and Thirdfort (eID/POF) integrations order and return results straight to the file, auto‑attaching outputs.

  • Labels & task assignment keep reviews and sign‑offs organised and easy to find.

  • Reporting without roadblocks. No separate logins just to fetch updates or results.

“Most of us even question now how we managed to do everything before compared to now.”

Automated updates, built collaboratively

As InTouch’s first client, the firm helped define automated progress updates, and it’s now the backbone of their client experience. Clients, agents, and other stakeholders see what’s done and what’s next without a call. That single shift cut interruptions, shortened handoffs, and returned hours to legal work.

Life after go‑live

More work, same day: capacity up without extra admin

Happier clients: portal/app visibility reduces uncertainty and calls.

Cleaner finances: integrated accounts and smoother reconciliation.

Faster search & ID checks: Quantus and Thirdfort feed results directly into the matter.

Lower costs: paper‑light workflows and fewer separate tools.