InTouch Integrations
Plug in the tools you love and keep cases together in one place
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.
Order property searches in a few clicks
For conveyancing matters, InTouch connects to a wide range of search providers through our API. You can place orders without leaving the matter and keep everything in one place.
Using our client accounts solution? Incurred search fees are posted to the matter for you. You can also run AML and KYC checks via integrated providers
Order searches with only a few clicks, straight from the file
InTouch sends the data to the provider for you, pre-populating the required fields
Completed results are posted back to the matter automatically
Track search status inside InTouch from “ordered” to “completed”
Land Registry and Land Tax filed fast
Submit forms and key information to Land Registries and Tax Authorities via trusted third-party services such as InfoTrack. InTouch fills in what it knows, so you’re not entering the same details twice, and keeps a clear record on the matter.
As with all integrations, relevant fields are auto-completed to reduce errors and keep the process smooth from start to finish.
Client and office accounting with Xero
Our real-time sync with Xero gives you a straightforward way to handle disbursements, client money, and VAT/GST.
Manage transactions in InTouch; matching debits and credits are posted to Xero
Follow the trail with direct links to the related Xero postings
Built in line with SRA and CLC guidance for client money
Office and client ledgers on every matter
Extensive reports to monitor work in progress, disbursements, and balances
Auto-create receivables for searches and on matter opening/quotation
All your client communications in one connected place
Keep every message filed with the correct matter. InTouch brings email, text, and portal updates together so your team and your clients always know what’s happening.
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
iPhone and Android apps make it easy for clients and stakeholders to stay up to date on the go
File from Word and Outlook directly
File emails and documents to the correct matter without leaving Word or Outlook. Our add-ins let you attach files with a couple of clicks, keeping your document set complete and searchable.
APIs and webhooks to connect anything else
Need something specific? Enterprise customers can use our API and webhooks to connect InTouch with other systems. Trigger actions in InTouch from external tools or trigger external workflows from events in InTouch.
For example:
When a matter completes, Zapier creates and publishes a social post automatically
On completion, your CRM starts a 30-day follow-up timer; when it fires, InTouch sends a check-in email or SMS from the fee earner