Willis Conveyancing
Scaling capacity without adding headcount
How speed, automation, and seamless integration turned clunky workflows into a smooth, client‑first operation.
At a glance
Firm type: Full‑service conveyancing
Focus: Attentive, client‑first support through every property transaction
Key features used: Automated data entry, fast & responsive UI, intuitive UX with light training, scalability for higher volumes, comprehensive help documentation
Key integration: InfoTrack
The Willis Conveyancing Story
Willis Conveyancing brings years of experience to a high‑touch, client‑first practice. But their software wasn’t keeping pace. Previous systems, including Actionstep, were complicated to navigate, complex to correct when errors occurred, and generally clunky and frustrating. Every extra click pulled time away from clients.
The firm set a clear brief: adopt a user‑friendly platform that reduces operating costs and creates more time for client conversations. It also had to scale, handling more matters without expanding the team.
InTouch met the moment: a fast interface that executes precisely, an implementation that’s smooth and straightforward, and integrations that keep daily conveyancing moving.
With Intouch Willis Conveyancing has achieved outstanding results including":
File opening is “50× easier,” powered by automated data entry
More matters handled month‑over‑month without increasing headcount.
Lower operational overheads and more time with clients.
Ready to scale with speed, rapid access to information, and stability.
An operational hub
We implemented InTouch as the operational hub for Willis Conveyancing.
Automated data entry accelerates file opening and eliminates rekeying.
InfoTrack integration slots directly into the workflow, streamlining key conveyancing steps.
A fast, precise UI means every click does exactly what staff intend—no lag, no second‑guessing.
An intuitive interface and targeted training kept the rollout simple and adoption quick.
Comprehensive help documentation and responsive support reduce downtime when questions arise.
Frictionless file opening
Opening a file used to be a chore. It was slow, error‑prone, and repetitive. With InTouch, automated data capture makes that a quick and reliable step. Staff enter information once; the platform populates the rest. The payoff is immediate: fewer errors, less rework, and a faster path from enquiry to active matter.
Life after go‑live
Throughput up: the team is processing more matters with the same headcount.
Fewer corrections and clearer processes reduce frustration and risk.
50× easier file opening with automated data entry.
InfoTrack just works. No extra portals, no context switching.
Support that shows up: thorough help docs and timely responses keep work moving.
Lower cost to serve: admin time down, client time up.
Quick adoption: intuitive UI and focused training made the transition straightforward.