CLIENT Intake software FOR LAW FIRMS
Move from quote to client faster than ever
Poor onboarding is the third most common reason clients look elsewhere and clients are about 50% more likely to stay loyal when onboarding is done well.
InTouch moves onboarding fully online, including forms, quotes (SDLT/Land Registry), instructions, eSign, checks, and client accounting in one platform. Capture details once, follow up fast, and track each step, reducing drop‑off and giving clients a clear start.
Set the right tone
Onboarding sets the tone for the whole client relationship. If it’s simple, fast, and consistent, clients commit sooner and trust you more. If it’s slow or messy, they drop off.
InTouch helps you collect the right details once, generate accurate quotes, get instructions and signatures online, start accounting cleanly, run checks early, and easily keep an eye on progress.
Build a workflow that works for your firm
1 | Receive leads
Website, internal, and referrer forms feed straight into a matter and your reports.
5 | Initial client accounting
Xero receivables, invoicing, supplier‑linked disbursements, and deposits.
2 | Produce quotes
Conditional fees, built‑in SDLT & Land Registry; internal calculator for edits and discounts.
6 | Compliance checks
Thirdfort AML/ID (including giftors) with results returned to the matter.
3 | Receive instruction
Online instruction forms linked from the quote and sent automatically by email.
7 | Collate information
Data extraction pulls key fields from documents into structured case data.
4 | Obtain signatures
Client portal eSign for your client care letter and terms.
8 | Monitor progress
Conversions, timeframe, and task‑to‑task reports highlight bottlenecks.
Capture leads and automate quotes
Make it easy for people to reach you and get a clear price, whichever door they come through. Forms feed straight into InTouch so you can follow up fast and keep every enquiry in one place.
Quote calculator with logic
Show conditional fees (e.g., new‑build, leasehold) and auto‑calculate SDLT and Land Registry with the new helper for England & NI.
Website, internal & referrer forms
Embed on your site, open via + Matter → Form, or share a referrer‑specific URL; each submission creates/updates a matter with the source recorded.
Staff flexibility when needed
Use the internal calculator to adjust fee lines or apply a discount before sending the quote.
Send instruction letters and gather eSignatures in one place
After a quote, help clients complete the basics in one sitting. Collect the details you need and get documents signed online without sending anything by post.
Online instruction forms: Link right after the quote and auto‑email on submission; responses post to the matter and a Form Review step lets staff approve changes.
eSignature task: Generate the document, pick recipients, and send; clients sign in the portal and the signed file returns to the matter immediately.
Configurable messaging: Edit the request email to match your tone and the information you want to include.
Manage client accounting in Xero
Start matters with clean billing and clear money handling. InTouch works with Xero so fees, disbursements, and deposits are recorded against the case from day one.
Receivables ready to bill: Standard fees and disbursements populate as receivables; raise invoices from the matter when you’re ready.
Suppliers and deposits: Link disbursements to suppliers and record client funds on the ledger, including future‑dated deposits.
Useful reports: See receivables, balances, and expected cash in across matters.
Run checks with third-party integrations
Run checks early and keep the evidence with the case. AML/ID and risk reviews sit inside the same workflow your team already uses.
Clear audit trail
Keep checks, results, and decisions stored with the matter.
Thirdfort AML/ID
Launch checks from the matter for clients and giftors; results auto‑return and you can enable ongoing monitoring.
Risk assessments in forms
Complete standardised reviews and require a Supervisor Review before the case progresses.
Collate information automatically and intelligently
Important details often live inside PDFs and emails. Pull them out quickly and store them as structured case data.
AI Data Extraction from documents: Highlight key fields in items like memoranda of sale or mortgage offers.
Map to matter data: Push those fields into the right places so templates and reports stay accurate.
Use the tools you already know and love
InTouch keeps orders, results, messages, and money with the right matter.
Searches & checks: Order property searches and run AML/KYC; InTouch sends data, tracks status, and files results.
Land Registry & Land Tax (e.g., InfoTrack): Submit via trusted services with fields pre‑filled to cut re‑keying.
Xero accounting: Real‑time sync for client/office money, receivables, ledgers, and links to Xero postings.
Comms & documents: Email (Gmail/Exchange), SMS, client portal + mobile apps, and Word/Outlook add‑ins.
Need something else? Use the API and webhooks.
Quote to Client FAQs
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Yes. Your quote calculator can show fees based on transaction details (e.g., new‑build), and your team can adjust fees or apply discounts using the internal calculator.
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It considers extra conditions at quote stage, such as whether the buyer is an individual and if they’re replacing their main residence, for a more accurate rate early on.
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They sign through the InTouch client portal. The invite email takes them straight to the document to review and sign.
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Yes. Give referrers a dedicated form with their fee scale and a bookmarkable link.
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Use Form Review so your team validates the data before the workflow advances. For risk assessments, add a Supervisor Review gate.
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Receivables pull through automatically, disbursements can be linked to suppliers, deposits are recorded on the ledger (including future‑dated), and you can report on balances and money due.
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Thirdfort integrates directly. Launch checks from the matter, receive results back automatically, and turn on ongoing monitoring if you need it.
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Start with Conversions (month‑over‑month), Timeframe (create → instruction/eSign), and Task‑to‑task durations to find and fix bottlenecks.