InTouch for Operational Efficiency
More matters.
Less admin.
Every firm has work that should move faster: matter setup, status updates, document prep, handovers and reporting, and much more.
InTouch gives your team one connected place to run matters, manage tasks, prepare documents, keep clients updated, and report on progress. Work moves faster, handovers are clearer, and fee earners can spend more of the day on legal work.
Case Study
Operational efficiency you can see in the day-to-day
Willis Conveyancing chose InTouch to speed up everyday work, reduce manual admin and give the team more time for clients.
With faster file opening, automated data entry and smoother workflows, the firm has been able to handle more matters month-on-month without increasing headcount.
50× easier file opening
With automated data entry.
Lower operational overheads
With more time for client work.
More matters handled
Without adding headcount.
Smooth support
Clear training and quick responses during setup.
Connect Work
One live and connected record
InTouch brings matter information, tasks, documents, messages and reporting together, so your team can work from the same live case record.
Instead of switching between inboxes, shared drives, spreadsheets and separate systems, fee earners and support staff can see what has happened, what needs doing next and who owns each step.
This helps your firm support:
Efficiency when searching for matter information
Connected updates across different systems
Clear ownership between teams
Avoidance of delay caused by missing documents or messages
Shared knowledge and reduced ‘leaver risk’
Unified View
Give every team the same view of progress
InTouch gives fee earners, support staff and managers a clear working view of each matter: status, next steps, deadlines, documents, communications and ownership.
That gives teams more control over daily work and gives managers a cleaner view of progress across people, teams and departments.
Case Management Workflows
Make repeat work easier to manage
InTouch helps firms turn recurring casework into workflows, forms, templates, and reminders. Capture information once and reuse it throughout the matter, so your team doesn't rebuild the same admin at every stage.
- Set up matters more consistently
- Reduce duplicate data entry
- Use templates without starting from scratch
- Keep tasks, deadlines and reminders easier to follow
- Give staff a clearer process from intake to completion
Client Portals
Keep clients updated
InTouch keeps client and stakeholder communication connected to the matter. Portal updates, email, SMS and app notifications can all work from the same case information your team is already using.
Clients get clearer updates. Your team gets fewer chasers. The matter record stays cleaner without running a second communication process in the background.
Team Analytics
Spot bottlenecks before they become delays
InTouch reporting draws from live matter data, helping you see workloads, overdue tasks, stalled matters and pressure points across teams or practice areas.
Managing partners, COOs and practice managers get a clear view of where time is being lost, where capacity is tight, and where support is needed.
Features you’ll love for operational efficiency in your firm
Small improvements add up across every matter. InTouch gives your team the tools to reduce manual work, keep progress clear and make everyday case management easier.
Custom Workflows
Create tasks, checklists, deadlines and reminders for each matter type.
Client Mobile App
Let clients track progress, upload documents and complete forms from their phone.
Integrations
Connect InTouch with tools firms already use, including Word, Outlook, Xero, InfoTrack and more.
Document Management
Keep matter documents organised and use templates to create routine documents faster.
Reporting Suite
See matter progress, workloads and overdue tasks using live case data.
Client Portal
Give clients and stakeholders secure access to updates, documents and forms.
AI Data Extraction
Pull key information from documents into matter fields, with your team still in control.
And much more
From forms and templates to communication tools, dashboards and ongoing support, InTouch brings more of the work around each matter into one connected system.
Support that helps efficiency stick
InTouch helps with the setup behind the efficiency: workflows, documents, forms, portal configuration, migration, training and ongoing improvements.
Your firm gets a system shaped around your process from the start, with support available as your team’s needs change.
We can help with:
Workflow setup and refinement
Document and form configuration
Portal setup and communication processes
Data migration and go-live planning
Training for users and super users