InTouch Integrations
Keep your tools connected to matters
Create your own case management Swiss Army Knife. Connect searches, checks, accounting, enquiries and Microsoft tools to matters. Reduce duplicate effort and give your team a reliable, unified view.
Choose an integration to see what it does and how it works inside InTouch.
Microsoft (Word and Outlook)
File Outlook emails and attachments to the right case in a couple of clicks.
Save Word documents straight to the correct file and folder location.
Keep everything complete, searchable, and easy to find later.
View Microsoft integration → /integrations/microsoft
tmGroup
Order via tmConvey or CDS Quick Search Order, with details prefilled from the matter.
Track ordered, in progress, and complete status inside InTouch.
Results file back to the matter automatically, with optional fee posting.
View tmGroup integration → /integrations/tmgroup
Thirdfort
Request digital ID, AML and Source of Funds checks from the matter.
Track progress in InTouch and see what’s still outstanding.
Keep final reports saved back on the right file for compliance.
View Thirdfort integration → /integrations/thirdfort
Xero
Raise invoices on the matter in InTouch and sync to Xero.
Use Xero for bank feeds, reconciliation and payments as normal.
See payment updates sync back to the matter so balances stay current.
View Xero integration → /integrations/xero
InfoTrack
Submit Land Registry and Land Tax steps via InfoTrack with details prefilled.
Keep confirmations and a clear record saved back on the matter.
Reduce retyping and mistakes when filing.
View InfoTrack integration → /integrations/infotrack
All your client communications in one connected place
InTouch keeps client communication tied to matters so your team can see what’s been sent, what’s been received, and what’s still outstanding.
Send and receive emails on the matter using your own account via Gmail or Microsoft Exchange
Send and receive SMS within the InTouch interface
Share documents, updates, and requests through the client and stakeholder portal
Mobile apps make it easier for clients and stakeholders to stay up to date
The sky’s the limit with cloud-based APIs and webhooks
Need something specific? Premium and Enterprise customers can use our API and webhooks to connect InTouch to other systems and automate steps around key matter events.
For example:
When searches are ordered, checks are completed, or enquiries are returned, create the next task and notify the right person
When a matter hits milestones, update your CRM or pipeline stage and post an internal Teams or Slack alert
When a bill is raised or paid, trigger your internal checklist and keep reporting up to date
FAQs
What integrations does InTouch support for conveyancing?
InTouch integrates with tmGroup for searches, InfoTrack for searches and Land Registry and Land Tax steps, Thirdfort for ID, AML and Source of Funds checks, Xero for business accounting needs and compliance, and Legalito for pre-contract enquiries.
Can I order property searches from inside an InTouch matter with tmGroup?
Yes, you can start tmGroup searches from the matter via tmConvey or CDS Quick Search Order, with details prefilled, status visible, and results filed back to the matter.
Does InTouch integrate with InfoTrack for Land Registry and SDLT submissions?
Yes, InTouch integrates with InfoTrack so you can submit Land Registry and Land Tax steps with matter details prefilled and a clear record kept on the matter.
Can I run Thirdfort ID, AML and Source of Funds checks from InTouch?
Yes, you can request Thirdfort checks from the matter, track progress, and keep the final reports saved back to the right file.
Does InTouch integrate with Xero for client and office accounting, including payment updates back to the matter?
Yes, invoices raised on the matter can sync to Xero, and payment updates in Xero can sync back to InTouch to keep the matter balance up to date.
Does InTouch integrate with Microsoft Outlook for filing emails and attachments to a case?
Yes. The Outlook add-in lets you file emails and attachments to the right case without leaving Outlook.
Does InTouch integrate with Microsoft Word for saving documents to a case?
Yes. The Word add-in lets you save documents straight to the right case and folder location from inside Word.
Can InTouch connect to Microsoft Exchange so emails stay linked to the right case?
Yes. You can use your Microsoft Exchange account to send and receive emails on the case so messages stay filed on the right matter for the team to see.