InTouch Integrations

Integrated with

InTouch is an advanced all-in-one conveyancing case management solution built with the property lawyer in mind.

It is based upon reliable technologies that provides an unbeatable software service for conveyancers.

As a part of that InTouch comes fully integrated with a number of tools and services to make life easier for our customers and their clients.

Conveyancing Search Providers

Order your searches seamlessly

Through our API we are integrated with a large number of conveyancing search providers making the process better for all involved parties.

  • Order searches with only a few clicks
  • Data is automatically sent to the search provider, pre-populating necessary fields - meaning less time spent on data entry for you and your staff
  • Keep track of the status of your searches within InTouch
  • Completed searches are automatically posted back to the matter on InTouch
  • When using our conveyancing client accounts solution incurred search costs are automatically posted to the matter for you to handle
  • Complete AML and KYC checks

Read more on existing conveyancing search provider integration here.

Conveyancing Search Provider Integration
Submit SDLT and AP1 simply with InTouch

Land Tax and Land Registry Submissions

Through our integrated third-party service providers, such as Infotrack, you can submit forms and key information to government bodies such as Land Registries, and Tax Authorities.

As with all integrations InTouch automatically populates relevant fields into your submissions to ensure a smooth and hassle-free process.

AP1 Conveyancing Software
InTouch Case Management Xero Integartion

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.

  • Manage the transaction directly through InTouch with debit and credit posted directly into Xero
  • Direct links to corresponding Xero postings
  • Designed in line with SRA and CLC guidelines
  • Office and Client ledgers for each matter
  • Extensive reporting functionality
  • Option for automatic creation of receivables for searches and on matter opening/quotation

Learn more about our client accounting integration here.

InTouch Conveyancing Software Integrates with Xero
Conveyancing Software Communication

Communicate with ease

InTouch allows you to communicate with all your stakeholders with ease through our integrated communication channels.

  • Send and receive emails via InTouch directly on your matter, through your individual email account, by integrating via Gmail or Microsoft Exchange
  • Send and receive text messages (SMS) from the InTouch user interface
  • Share documents, updates, and requests via our seamlessly integrated client and stakeholder portal
  • Our conveyancing mobile apps for iPhone and Android makes it even simpler to engage with your stakeholders wherever they are

InTouch Case Management Software
Conveyancing Software Word Integration

Word and Outlook Add-ins

Attach documents and emails directly from Word or Outlook to the relevant matter on InTouch through our specifically built InTouch add-ins. All done with a few simple clicks of a button.

Intouch Outlook Integration
Conveyancing Software Automation

Do even more with our APIs and Webhooks

For our enterprise customers we offer access to our API and Webhooks allowing you to do even more through third party integrations. This allows you to trigger actions in InTouch from external systems, or an action taken in InTouch could trigger an external system. A couple of examples;

  • Zapier auto generates a social media post which is automatically posted when a matter completes
  • Following completion a timer is automatically set within your CRM to check in with your client after a month, the timer then automatically triggers an email/SMS in InTouch to the client directly from the fee earner

Conveyancing Software Integrations