Legalito integration for InTouch
One workflow for pre‑contract enquiries
Open Legalito from an InTouch matter to take control of pre-contract enquiries and keep everything in one clear workflow.
Legalito simplifies conveyancing, particularly managing pre-contract enquiries. Allow lawyers to send, respond to, and track enquiries through a shared system using reusable “Smart Responses”, Word integration, and a precedents library.
Why firms choose Legalito
Less repeat drafting
Reuse trusted answers and precedents so common questions take less effort, replies stay consistent, and new team members do not have to reinvent the wheel.
Supports different working styles
Handle Word-based replies when needed, then bring responses back into the same enquiry set so the record stays structured even when the other side prefers Word.
Widely used in real conveyancing work
Legalito is used by thousands of conveyancers to manage enquiries day to day, especially where enquiry packs and replies can otherwise get buried in emails and attachments.
Evidence-led document review
Smart Documents and Smart Reports point back to the source in the documents and produce Word outputs that are easier to review, share, and file on the matter.
Built around the reality of enquiries
Send, respond, and track enquiries in one place, with a clear view of what is outstanding and what has been answered, instead of chasing long email chains.
Pay-per-use, no contracts
Easy to adopt with a pay-per-use model and no long-term contracts, and Legalito gives free access to lawyers responding to enquiries.
Turn enquiries into a clear, trackable workflow
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Open the matter in InTouch and launch Legalito instantly. Documents remain accessible, eliminating the need to download and re-upload files between systems.
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Use Legalito Smart Enquiries to issue enquiries, receive replies, and maintain a clear view of outstanding items.
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Save strong responses as Smart Answers for reuse and apply enquiry precedents to avoid rewriting the same questions and answers on every matter.
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Send enquiries as a Word attachment when the other side prefers Word, then import responses back into the enquiry set to maintain a complete record.
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When replies arrive in different formats, Smart Enquiries automatically matches responses to the correct questions, making review and completion faster and more accurate.
Work smarter
Legalito Smart Documents and Smart Reports automatically classify documents, detect inconsistencies, verify lender handbook compliance, and generate Word reports, including Source of Wealth verification outputs.
“We’re delighted to work with InTouch – the brilliant design of their platform made integration an absolute breeze and means that users can access all their documents directly, avoiding the need to copy files back and forth, reducing huge amounts of time and mistakes.”
Peter Ambrose, Managing Director, Legalito
Switching to InTouch?
Keep using Legalito
If your firm already uses Legalito, you can connect it to InTouch and launch it from your new matters.
- Keep using Legalito Smart Enquiries as you do now
- Open Legalito from inside InTouch matters instead of jumping between systems
- If you want older Legalito outputs stored in InTouch, add them to the matter using your usual document filing process
FAQs about Legalito
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Legalito is a tool for conveyancers that helps you manage pre-contract enquiries in one shared place and, if you use Smart Documents and Smart Reports, review documents and produce clear Word reports without endless copying and pasting.
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Yes. Open Legalito from the matter and work on enquiries and documents without jumping between systems.
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Yes. Smart Enquiries keeps the whole enquiry set in one place, so your team can send, reply, and track what is still outstanding.
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Yes. Save good answers as Smart Answers and reuse them on the next matter, so you are not rewriting the same reply.
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Yes. If the other side prefers Word, you can handle replies that way and still keep the enquiry set organised.
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Yes. You can use enquiry precedents, and keep them firm-wide or personal depending on how you work.
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Yes. Smart Documents helps sort and review documents, and Smart Reports turns what you find into clear Word outputs.
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Yes. Smart Reports can support lender handbook checks and produce Source of Wealth outputs.
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It is pay-per-use with no long contracts, and lawyers responding to enquiries can use it at no cost.