Winston Solicitors
A modern case system across every area of law
How an interactive client portal, adaptable workflows, and templated comms cut calls and simplified day‑to‑day work.
At a glance
Firm: Winston Solicitors LLP — established Leeds law firm serving individuals and businesses
Why change: Existing case management system was at end‑of‑life
Chosen for: Modern, adaptable, user‑friendly interface that works across multiple practice areas
Key features used: Interactive client portal with automated updates, templated email & SMS, simple workflows that are easy to amend, time recording
Practice lead: Camilla Asher, Practice Manager
The Winston Story
Winston Solicitors needed to replace an end‑of‑life system with something that would raise the client experience and work for every department, not just conveyancing. They were looking for a platform that was both modern and easy to adapt so teams could keep improving workflows without heavy vendor projects.
“Our current case management system was coming to an end of life. InTouch offered a new modern approach with an adaptable and user-friendly interface.”
From there, InTouch became the firm‑wide backbone: the conveyancing team relies on the interactive Client portal to keep clients, estate agents, and referrers informed automatically, while other practice areas use the same platform to redesign and standardise their workflows. The outcome is a consistent, modern way of working, whether the task is opening a conveyancing file or progressing a non‑property matter.
With InTouch Winston Solicitors has achieved outstanding results including:
Positive client feedback on the interactive Client portal.
Fewer phone calls from clients, estate agents, and referrers thanks to automatic updates.
Firm‑wide adaptability: teams can redesign workflows for all areas of law.
Time saved through templated emails and text messages sent directly from the system.
Centralising work
InTouch centralises work so teams operate from a single source of truth and communicate out automatically.
Interactive Client portal gives real‑time status and reduces progress‑chasing calls.
Automated notifications keep stakeholders aligned without manual follow‑ups.
Templates for email & SMS standardise tone and speed up routine comms.
Workflow designer makes processes simple, effective, and easy to amend across departments.
Time recording supports accurate capture with minimal friction.
“InTouch provided an alternative and modern case management system. The system is easy to adapt to fit all areas of law.”
The interactive client portal
Clients now have a clear window into their matter. They can see what’s done, what’s next, and when. That transparency boosts satisfaction and cuts inbound calls for updates. It’s the same portal experience across teams, so the firm delivers consistent communication regardless of the area of law.
“InTouch offers a modern way of practice. The ability to send emails and text messages from a template saved on the system, saves the staff a lot of time.”
Guided implementation, quick ownership
Winston highlights the responsiveness of the InTouch team. Suggestions were acted on quickly and visibly, turning improvement ideas into live features.
“The team respond positively and quickly to any recommendations for change. An example being the introduction of time recording functionality.”
Life after go‑live
Modern way of practice: streamlined, digital‑first workflows that scale across the firm.
Consistency with flexibility: shared standards, easy local tweaks.
Time back to staff: routine updates and comms are handled by the system.
Happier clients: fewer calls, clearer updates, better experience.