Finally, a case management system both you and your clients will love

You’ll love it for the advanced features to manage your day-to-day legal matters
They'll love it for the personalised experience and regular updates.
Loading...

Your entire conveyancing transaction on one cloud platform

The platform behind leading property law firms.

QuoteInstructEsignSearchesContractInvoiceExchangeDone.

Trusted By
...
...
...
...
...

"Yes, your InTouch system has ensured that we have survived the manic time and continue to excel in our field. The two gold ESTAS we won last week was also assisted by the great system you offer and we use!"



"Having switched to InTouch in July 2019, the covid lockdowns and subsequent pipeline disruption/surges were certainly made easier to manage with your help - so thank you!"

Case Management Software Features

InTouch conveyancing software offers

Online Forms

Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms.

Customisable Workflows

We appreciate every firm works in different ways. Our customisable workflows allow you to design how you work but ensure your staff members work in the same way.

Online Quote Calculator

Allows clients to receive quotes out of hours. Enables partners to refer and quote on your behalf. Give clients a personalised quote in seconds.

APIs and Webhooks

Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them.

Electronic Signatures

Save time and money by allowing clients to sign documents electronically.

Automatic Stakeholder Updates

Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times.

Conveyancing Client Portal

Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal.

Client and Business Accounting with Xero

With our real-time sync with Xero you can be assured that you have the most user-friendly approach to your disbursements, client accounting & VAT/GST submissions.

Benefits of the Cloud

No need to run a server, we take care of that and much much more through the power of the cloud - cybersecurity, automatic back-ups, software upgrades, and new features.

Conveyancing Mobile App

Go the extra mile and provide your clients with an app they can access and keep on their phone so they are always up to date.

Document Generation

Generate documents on each matter seamlessly and error free.

Friendly Support & Onboarding

We are always here to help to ensure you get the most out of InTouch at all times.

Multi-channel Communication

Communicate with your clients and stakeholders via their preferred channel for example through integration with your email client or by use of 2-way SMS capabilities, or via our client portal or mobile apps.

Real-time Reporting

InTouch conveyancing software comes with a built-in and extensive reporting suite. Our reports have been created with the conveyancing professional in mind, helping you track key performance indicators such as conversions, completions, and staff performance.

Third-party Integrations

InTouch comes fully integrated with a number of tools and services to make life easier for our customers and their clients. Covering everything from email, to search providers, client accounting, and much more.

Get a demo
Secure Cloud Case Management Software

In the Cloud - Work from home safely

InTouch conveyancing software is based in the cloud, delivered as Software-as-a-Service (SaaS), which means you can access it at any time and from anywhere as long as you have an internet connection. You don't even have to install any software - working from outside the office has never been easier.

You will benefit from the highest level of cybersecurity standards, as our cloud hosting provider Microsoft looks after this for all our clients, giving you one less thing to worry about. Read more about the security of our case management software.

Being cloud-based gives you access to any new features we develop automatically, on average 1-2 features per month. This ensures your system remains up-to-date for the years to come. You also get a say in what you want to see next.

It aslo has a number of financial benefits; there is no maintenance, no upgrade, and no additional hosting costs on-top of your license fee. We also offer free, fast, and convenient support. Sure to meet the needs of a modern conveyancing practice.

FAQs regarding cloud-based case management systems

InTouch Conveyancing Automation Software
Conveyancing Software Automation

Automation

InTouch is a conveyancing software and case management solution, which is easy to use and seamlessly automates administrative tasks by pre-populating data across precedents, emails, letters, quotes, AML checks, conveyancing searches, accounts, and completion statements. Enabling you to focus on the value-adding parts of the process which requires expertise.

Empower your customers to self-serve from the initial quote, through electronically signed instruction forms, and to client care packs without any staff input through the use of our intelligent forms and automated communication steps.

That is just the beginning! Through system integrations, you can further automate tasks including, ordering searches, client accounting through Xero or you can use Zapier to trigger actions in other third-party services. The sky's the limit.

Learn more about automation in conveyancing

Conveyancing System
Conveyancing Software Communication

Communication

Each time the phone rings, you get distracted and your attention is taken away from getting your work complete.

InTouch conveyancing software allows you to communicate via email, 2-way SMS, or through the web portal or mobile app.

Our property client portal enables all stakeholders (clients, estate agents & introducers) to be kept up-to-date on their on-going and past matters, via our mobile apps or through a browser.

It also allows them to easily fill in forms, upload or download documentation.

Since implementing InTouch, our clients have reported a 40% drop in inbound phone calls.

More on improving communication in property transactions

InTouch Case Management Software
Thanks for another year of using your wonderful system. Makes all our lives much easier!
First Class Legal uses InTouch conveyancing case management software Karen and Andrew
The simplicity of the InTouch conveyancing software design, all adds to a platform that has greatly improved our clients property transaction experience.
Parslows Jersey in the Channel Islands use InTouch conveyancing software Carl Parslow
Director
Your product is awesome. One which is lesser-known in the conveyancing world but far simpler & efficient than the other 16 I've worked with.
Easy to use conveyancing case management system Anza Services LLP
Partner