InTouch Case Management Software
Win clients and save hours every single day
InTouch puts every case, update and document in one place. Spend less time on admin, keep clients in the loop, and give your team clear steps that keep work moving.
Trusted by firms such as
One system that works across your whole practice
With InTouch, you can use the same platform and even similar workflows for different types of work.
Example data sets by practice area
Family: Hearing dates, orders and disclosures tracked with clear updates
Private client: Wills and probate with forms, approvals and executor tasks
Employment: Instructions, document bundles and agreement signatures
Disputes: Evidence intake, statements, deadlines and court dates in one view
Corporate/commercial: Approvals, sign-offs and data rooms tied to the matter
Property: Searches, enquiries, completions and stakeholder updates
Automate the admin, focus on the law
Let InTouch manage repeatable steps so your team can concentrate on advice and outcomes.
Managed workflows include:
Online intake and forms: clients submit details from any device; data goes straight into the case
Document generation: draft letters, agreements and packs from your precedents with case data prefilled
E-signatures: send documents to sign online with a full audit trail
Tasks and key dates: assign owners, set dependencies and get alerts before deadlines slip
Client updates: trigger emails, SMS and portal notifications when work moves forward
Quoting and estimates: create clear fee estimates with captured contact details
Accounting links: post disbursements and invoices with accounting integrations such as Xero
Keep clients and stakeholders in the loop
Clear communication is the quickest route to a five-star client experience.
InTouch includes communication channels such as:
Stakeholder portal: show status, next steps and documents to the right people
Mobile apps: clients and partners get the same view on iOS and Android
Two-way SMS: quick prompts and replies that file to the matter
Email in and out: send and receive from your own address inside InTouch
Message templates: pull names, dates and amounts into emails and texts, then edit before sending
Automatic updates: notify clients and partners when tasks complete or documents are shared
Connect the tools you already use
Cut retyping and keep everything tied to the matter with integrations such as:
Word and Outlook add-ins: file emails and documents to the right case with a click
ID and AML checks: start compliance checks with your chosen providers and keep results in the file
Information services: order reports and have the results returned to the matter automatically
APIs and webhooks: link to your DMS, BI or marketing tools and trigger actions between systems
Change workflows yourself, no code
Adjust your workflow without waiting on developers.
Configure stages, tasks and automations with a visual editor
Build online forms and intake steps for each matter type
Add custom data fields that become available in documents and messages
Use simple logic in templates to include the right paragraphs only when they apply
See the whole picture
Make better decisions with live visibility of work and performance.
Dashboards for caseload, WIP and bottlenecks
Reports on turnaround times, key dates and SLA hits/misses
Filters by team, office, fee earner and matter type
Export data when you need deeper analysis
Cloud that just works
Modern software without servers, patches or weekend upgrades.
Access anywhere: log in from any browser or mobile app
Secure by design: built on trusted cloud services with backups and role-based access
Always up to date: new features and improvements land regularly
Clear costs: hosting, maintenance and upgrades included
Support and onboarding that set you up to win
We start you strong and stay with you.
Friendly support by email: handled by product experts during business hours
Help centre: searchable guides for quick answers
Onboarding that does the heavy lifting: we set up workflows, forms and document templates with you
Train a workflow lead: one-to-one sessions so your team can keep improving the setup