Wade & Wade
Enhancing conveyancing efficiency with InTouch
How a stakeholder‑centred portal, better reporting, and hands‑on support replaced disconnected tools with a smooth, client‑first operation.
At a glance
Firm type: Technology‑first law firm focused on conveyancing
Focus: Prioritising clients’ needs with clear, consistent communication
Why change: Poor support, unresolved bugs, weak reporting, and painful Excel exports in the previous system. Previously using LEAP.
Chosen for: Stakeholder Portal, improved reporting, responsive support, and easy adoption
Evaluated: Osprey, Clio
Key integrations: Thirdfort, InfoTrack, TMGroup, Xero
The Wade & Wade story
Wade & Wade Law had outgrown its old case management setup. Support tickets lingered, bugs went unaddressed, reporting was limited, and exporting to Excel was clumsy. The result: too much time chasing updates and not enough time serving clients.
The firm went to market looking for integration, strong reporting, and reliable support. After comparing alternatives, including Osprey and Clio, InTouch stood out for one decisive reason: the Stakeholder Portal.
With InTouch, Wade & Wade has achieved outstanding results including:
Progress‑chasing calls down, thanks to real‑time client and broker updates in the Stakeholder Portal.
Better reporting & exports that teams actually use. Plus higher user enthusiasm and adoption versus the old LEAP system.
Smoother operations through integrations (Thirdfort, InfoTrack, TMGroup, Xero) and responsive support.
Customisable workflows that fit how the firm works, not the other way round.
One connected system
We implemented InTouch as Wade & Wade’s core case management system, allowing the team to work in one place and keep everyone else in step. This included:
Stakeholder Portal: keeps clients and brokers informed automatically.
Reporting & Excel exports: making performance data easy to access and act on.
Flexible workflows: letting the firm tailor stages, tasks, and communications to its preferred way of working.
Integrations with Thirdfort, InfoTrack, TMGroup, and Xero streamline checks, searches, and client account reconciliation.
Responsive support and clear documentation to reduce downtime and help the team move fast.
Getting closer to clients
For Wade & Wade, the Stakeholder Portal was the feature that changed the conversation. It bridges the gap between the firm and its clients, offering a real‑time view of progress and automatically pushing updates as work moves forward. That transparency builds trust and removes a huge volume of follow‑ups.
Guided implementation and real partnership
The transition mattered as much as the technology. InTouch worked closely with Wade & Wade to keep implementation smooth, answer questions quickly, and transfer knowledge so the team could get value from day one.
This hands‑on approach continued post‑launch, turning troubleshooting moments into opportunities to broaden the team’s skills and make smarter use of the platform.
“Having someone who has a deep understanding of the system, coupled with responsiveness and willingness to address queries and concerns, played a crucial role in building the firm’s confidence in the new platform. The ability to provide timely solutions and clear explanations transformed potential roadblocks into opportunities for learning and growth.”
A clear step up from LEAP
Users embraced InTouch’s intuitive UI, streamlined workflows, and stronger reporting. The contrast with the old Leap system was immediate: fewer constraints, more flexibility, and faster day‑to‑day work. Just as importantly, communication with the InTouch team proved accessible, responsive, and engaged, cementing confidence in the new setup.
Life after go‑live
Clients and brokers stay informed without extra calls, improving satisfaction and saving time.
Support shows up: fast responses and rich help docs keep momentum high.
Reporting improves, and Excel exports are practical for everyday analysis.
Ready to scale: the team plans to expand usage and continue iterating, avoiding stagnation as volumes grow.
Workflows are tailored to the firm’s model rather than predefined by software.