Willis Conveyancing

Company Overview

Willis Conveyancing is a full-service conveyancing firm with many years’ industry experience. The team focuses on clear communication and careful support for clients throughout their property transactions.

Challenges with Previous Systems

Earlier systems, including Actionstep, created daily friction. They were clunky and complex to use, and fixing errors took too long. Together, this made routine work slower than it needed to be and highlighted the need for a more efficient, user-friendly approach.

Choosing InTouch

Willis Conveyancing chose InTouch to lower operating costs and free up more time for clients. The decision also aligned with wider market pressures to do more with fewer systems and less admin. The firm wanted an implementation that was straightforward for the team and did not interrupt service.

Key Features Sought

The firm had clear priorities: speed, quick access to information, scalability, and the ability to handle a growing workload without expanding headcount. These criteria guided the search for a system that could support current needs and future growth.

InTouch’s Standout Features

InTouch stood out for its clean integration and day-to-day efficiency. Actions run quickly and reliably, and the system responds as expected, which gives users confidence that each click will deliver the intended result.

Implementation Experience

Implementation was smooth. The interface was intuitive, training was clear, and the team moved across without disruption.

Impact on Productivity and Cost Reduction

Productivity has increased. The firm handled more matters in the last month, helped by faster file opening and automated data entry that removes double-handling. Routine steps take fewer clicks, so staff can spend more time on client work.

Surprising Aspects of Working with InTouch

The level of support was a pleasant surprise. Comprehensive help materials are readily available, and responses arrive quickly, unlike other systems where replies can take days.

Favourite Integrations

The InfoTrack integration works seamlessly and helps streamline key parts of the conveyancing process.

Conclusion

InTouch has made a significant difference to Willis Conveyancing. It is straightforward to use, efficient in daily work, and backed by helpful support. By reducing admin, improving file setup and integrating key tools, InTouch has raised the firm’s operational standard and freed up time for clients. It now plays a central role in simplifying processes and maintaining consistent, efficient service.