Microsoft integrations for InTouch
Connect InTouch to the world of Microsoft 365
InTouch works with Microsoft 365 through two simple add-ins as well as broader connections to Exchange and Power Automate. Together, this enables you to automate everyday tasks such as saving documents and filing emails against cases.
Turn filing into a quick, consistent and automated habit
Microsoft Word integration
Save documents directly to the case
Save or attach Word documents to the correct case and folder location from inside Word, so your file stays complete without extra admin.
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The Word Add-in works with Microsoft 365 and Word 2016 or later, including Word on Windows, Mac, and the web.
Microsoft Outlook integration
File emails and attachments in a couple of clicks
File emails and attachments from Outlook to the correct case, so key decisions, instructions and evidence do not get lost in inboxes.
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The Outlook Add-in works with Outlook 2016 or later on Windows/Mac and Outlook on the web when your mailbox is connected to Microsoft 365 or Exchange using a direct connection.
Microsoft Exchange
If you use Microsoft Exchange, emails can be automatically filed to the correct case based on the reference in the email subject, reducing manual filing for busy teams.
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The Outlook add-in needs a Microsoft 365, Exchange, or Outlook.com mailbox. POP3 and IMAP mailboxes are not supported.
If your Outlook setup does not meet the add-in requirements, an alternative plugin option is available via InTouch settings.
Why Microsoft matters for legal work
A familiar standard across law firms
Word and Outlook are the default productivity tools in most firms, so InTouch meets your firm in the apps they know and love, making onboarding easy.
Security and governance expectations
Many firms choose Microsoft because it meets and exceeds established security, access control and retention requirements, supporting good information management around client work.
Documents that travel well
Clients, lenders and other firms still expect Word documents and email correspondence. Keeping everything anchored to the case helps avoid version confusion.
IT‑friendly and widely supported
Microsoft 365 and Exchange are well understood by internal IT teams and managed service providers, making rollout and support simpler.
Switching to InTouch?
Keep using Microsoft
If your firm already runs on Microsoft 365, Word, Outlook and Exchange, you do not need to change your day-to-day tools. Add InTouch and keep filing documents and emails to the right case as you work.
FAQs About Intouch & Microsoft
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Yes. The Word “Add In” lets you save or attach documents to the right case from inside Word.
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Invoices, credit notes and supplier bills raised in InTouch can sync to Xero, and payments recorded or reconciled in Xero sync back to InTouch to clear the debtor and update the matter balance.
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No. POP3 and IMAP mailboxes are not supported for the Outlook add‑in, but an alternative plugin option is available for some setups.
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Yes. With Exchange integration enabled, emails can be auto‑filed to the right case based on the case reference in the subject line.
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Yes. It supports Microsoft 365 mailboxes using a direct connection.
APIs and webhooks to automate what happens next
Need something more specific? Premium and Enterprise customers can use our API and webhooks to connect InTouch to other systems and automate steps around key case events.
For example:
When an email is filed to a case, create a follow-up task and notify the fee earner
When a key document is added, trigger the next workflow step or checklist
When a case reaches milestones, update your CRM or pipeline stage and post a Teams or Slack alert