Client and Stakeholder Portal by InTouch

Transparency and communication are two essential parts of our mission here at InTouch, which also focus on making things better for the end client.

InTouch was first formed by a frustrated house buyer, who did not know what was going on with their property transaction.

The information wasn’t being shared across all parties to ensure a smooth sales progression.

The information was there, it just wasn’t transparent and communication across the chain was lacking.

This sparked the idea for a web portal - an online property transaction portal - that allows clients and other stakeholders, to easily see the status and next step of their transaction.

The idea was that this client portal would keep all stakeholders in touch with how the property was progressing. Thus “InTouch” was born.

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The portal allows a conveyancer or estate agent to;

  • Be more transparent by showing key milestones, what they entail, and the current state of the matter
    • The milestones are configurable based on the stakeholder type e.g. a mortgage broker might see a different set of milestones from the client
  • Easily and securely share information by uploading documents such as search reports, fixture and fittings forms, client care letters, etc. to the portal
    • From the client’s side, they could upload ID and proof of address documentation, which links directly to the case management side of InTouch
  • Communicate clearly and flexible by adding notes to the milestones to give stakeholders an update on the latest status
  • Provide timely updates milestones completions and the adding of notes can send out automatic emails to selected stakeholders
  • Provide clients & stakeholders with the ability to track the progress of the matter 24/7 from any device they prefer
  • Electronically sign documents and contracts with our esignature solution

The portal is accessible via any browser and device, or alternatively via our Apple iOS or Android conveyancing apps, which can be white-labeled for your convenience.

A number of our clients have reported up to a 40% drop in progress chasing phone calls since implementing our conveyancing client portal.

To enable happier clients and a more productive workforce, schedule a demo to learn how InTouch can help your firm?

User reviews

"...really helped me to feel that the process was moving on. It updated me by email every time a new development took place and it also showed me what that change was and where it sat in the sequence..."

Kathy McArdle

"This service was very helpful for a very busy person like myself. As you can access this service 24/7 for updates plus system send you an email for any update. Many thanks to my solicitor Michelle S'shea for introducing this service to me and really m

Samih Malik

"InTouch kept me updated at every step of the conveyancing process, I found it much quicker and easier than last time I bought a house when I had to waste time chasing my Solicitor by phone or even letter. Brilliant software and I hope if I move house

Dave Long

"Really impressed with the InTouch Conveyancing platform during my house sale. It kept me informed and reminded me of my responsibilities every step of the way"

Gerard Thomas

"Amazing software, keep you fully updated and informed throughout the whole process. Really please with it. Would highly recommend it! Thank you Monika"

Monika Syrek

"A very useful way to keep up-to-date with the progress on our hourse purchase without emailing or ringing up"

Dan Abraham

"The In Touch Conveyancing software is a must when selling and buying property. Every step is made aware and it takes a lot of stress from not having to chase up solicitors etc. We are also very fortunate to have what must be one of the best solicitors

Peter Edson

"As a techy working in software myself, I really got on well with this product. It really is excellent quality software, quick to load, intuitive and ended up saving my girlfriend and I many hours on the phone to our solicitors. It almost certainly spe

Joe Coombs

“Great way to keep up-to-date with the progress without emailing or ringing up the conveyancer every other day! Highly recommend this!”

Helen

“Great app, kept me informed, very useful.”

Paul Cripwell

“Very comforting to be able to see what’s happening without contacting the solicitor all the time. Although my solicitors kept me informed anyway, but still nice to see that circle progressing from 0 to 100% complete!”

Julia Knight

“A great app for those buying houses. Having the search documents hosted on the app instead of sending via email is a huge plus, and it gives you a great visual aid of where you are in the process. I would recommend using a conveyancers that use this s

Weiran Zhang

“We recently used InTouch with our conveyancers when purchasing a property. The software was really useful for keeping up to date with the process without the need to be constantly phoning the conveyancers. Would recommend”

Thomas Simmons

“We found the InTouch Conveyancing Software to be very useful as we went through the process of selling our house. It helped to explain each step of the journey at the times we might have needed reminding - selling your home can be a little stressful,

Jennifer Connolly

“I sold my first home through a large practice in Derby and spent three months having to call and chase up. I ended up switching for purchase and was really pleased I did. I found the InTouch notifications very helpful, and made a point of telling my s

Kate Godfrey

“Very useful, made the whole process much easier to keep track of”

David Capper

“A useful tool to keep track of your property transaction. Kept me updated each step of the way”

Nick Parkhouse

“Clear steps, with email notifications on each. Able to access it from my phone as well as the computer”

David Laws

“I had a very quick and easy time whilst buying my house using this software. Would recommend to all!”

James Biggs

"I found the software updates very useful and easy to use"

Ricky Hensman

“I was a big fan of the software. The lengthy explanation on each step about what was involved and what it meant was particularly useful as a first time buyer. We were on a tight schedule for buying and we managed to complete the whole transaction in f

Ashley Bickerstaff

“First time using InTouch, was a great tool to keep the process running smoothly and meant that I could check the solicitors progress at any time, day or night!”

H James Gresham

“The app and the email contact was regular and gave sufficient updates on the progress on my purchase”

Vinny Parker

“Great service and well named, keeps you informed of the progress made, tells you whats done and what need to be done”

Alan Haymes

“First time buyer with my partner, and my solicitors used in touch to keep us updated on every section of the way was very helpful and fast. Defo worth using as saved ringing and chasing for updates thanks”

Sarah Coulston

“First time buyer didn’t realise this software existed and it made my purchase so smooth and kept me up to date with emails and in the app excellent experience and all solicitors , conveyancers should use it . Actually got me all excited everytime I go

Richard Snellgrove

“Great service, quick and easy it was the perfect way to keep track of everything for our first house. Brilliant service.”

B French

“I had never come across this software before my most recent property transaction. Being a property investor, I would normally be chasing the solicitor for updates with emails going back and forth, lost emails and often i was none the clearer. InTouch

Raj Beri

“Really efficient and effective updates on the purchase of our new house. All very clear!”

JP Kelly

“What an excellent service! I used this for the recent sale of my house and it was an easy way of contact between my solicitors and myself and a great way of being kept updated. Every time an update was applied by my solicitor I received an email infor

James Sills

“In Touch was fantastic. What more can I say. My Solicitor was able to keep me and my Wife completely up to date minute by minute. Awesome bit of kit”

Jeff Brooks

“Recently completed a transfer of equity transaction. Top software keeps you informed and up to date with all details of transaction anytime. Helpful if your busy and don’t want to chase solicitor for updates.”

Hifz Shaikh

“My conveyancers used this when I moved house recently, All the details and documents I needed were available online and I received updates by email, no more ringing people up to see whats happening.”

Shameen Azeez

“I recently bought a new house and was really impressed with the communication I got from my conveyancer. This was because of InTouch, which enabled me to keep up to date with every new development, as we were travelling in NZ at the time this software

Tommy Mortberg

“Great service and well named, keeps you informed of the progress made tells you whats done and what needs to be done”

Alan Haymes

I have not been the end-user of any conveyancing software before, so I can not compare the InTouch dashboard/portal to any other system. However, it was an intuitive and helpful interface for tracking the progress of our house purchase. The email alert

Dan WIithers
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