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LEGAL CASE MANAGEMENT SOFTWARE

Adapt InTouch to any Legal Case Workflow

InTouch is built for law firms handling cases across various practice areas, from conveyancing to personal injury to probate. The flexibility enables you to build one connected place for all case management, client relationship management, and stakeholder communication.

InTouch for all areas of law

InTouch supports many different areas of law and types of cases. Popular case workflows include:

  • Commercial
  • Conveyancing
  • Family
  • Employment
  • Personal Injury
  • Immigration
  • Intellectual Property
  • Wills & Probate
  • and many more...
  • Commercial
  • Conveyancing
  • Family
  • Employment
  • Personal Injury
  • Immigration
  • Intellectual Property
  • Wills & Probate
  • and many more...

Build workflows that fit your firm's case management process

Build workflows that fit your firm's case management process

Every practice area works a little differently. InTouch gives you the flexibility to set up workflows that match how your team handles each type of case.

Use Workflows to:

  • Create tasks, checklists, and deadlines for each matter type
  • Populate custom fields and capture matter-specific information
  • Build templated letters, forms, emails, and SMS messages
  • Set automatic reminders that keep cases
  • Build processes that reflect your firm’s way of working

Stay compliant and secure in the cloud

InTouch helps your firm meet regulatory requirements and protect client data by providing a secure, compliant platform. Actions taken within the system are automatically recorded, ensuring a clear audit trail for each case. You can lock matters to keep client data on a need to know basis and add compliance checks help prevent mistakes and keep your firm operating within regulatory guidelines.

InTouch Security Features include:

  • Automatic audit history for every case action
  • Secure cloud hosting on Microsoft Azure
  • ISO 27001 aligned data centres
  • End-to-end encryption
  • Permission controls to manage user access
  • Built-in compliance checks to reduce errors
  • Secure document storage

Connect with popular third-party services to complete workflows

InTouch works with trusted services and providers to support you`r matters from start to finish.

Popular integrations:

  • TM Group: Property searches, client ID verification, risk checks

  • Thirdfort: ID verification, anti-`money laundering checks, Source of Funds checks

  • InfoTrack: Land Registry, SDLT submissions, property searches

  • Xero: User friendly cloud based business accounting software

  • Microsoft 365: Attach emails and documents directly from Outlook and Word

Winston Solicitors LLP Modernises with InTouch

Winston Solicitors LLP, a respected law firm based in Leeds, is recognised for delivering a full suite of legal services to individuals and businesses. Seeking a smarter, more modern way to manage cases, the firm partnered with InTouch to upgrade their case management system.

For Winston Solicitors LLP, the move to InTouch was a strategic investment in the future of their firm. With streamlined workflows, happier clients, and a responsive partner in InTouch, they've embraced a more efficient and transparent way to practice law.

To understand the impact of this transition, we sat down with Camilla Asher, Practice Manager at Winston Solicitors, to learn more about the firm's journey.

Next steps

Book a demo with our friendly team to find out more about how InTouch can work for your law firm.

Thinking about replacing LEAP? Read our software comparison and choose the best solution for what your firm needs.