InTouch for Standardising Best Practice
Make your best way of working easy to repeat
InTouch helps your firm turn proven processes into clear workflows, tasks, templates and updates. Every matter can follow the right steps, with the right information, documents and communications connected from start to finish.
Your team gets a clearer way to work.
Managers get better visibility.
Clients get a more consistent service.
Case Study
A more consistent way to work across every area of law
Winston Solicitors chose InTouch to replace an end-of-life case management system with a more adaptable, user-friendly platform.
With simple workflows, templated emails and text messages, and an interactive client portal, the firm has been able to support a more consistent way of working across different practice areas.
Read the Winston Solicitors story ➔
Fewer calls from clients and stakeholders
Thanks to automatic updates through InTouch.
Workflows built across all areas of law
Simple, effective workflows that can be redesigned and extended.
Time saved on routine communication
With templated emails and text messages sent from the system.
Positive client feedback for service delivery
With clients responding well to the interactive portal.
Build workflows around how your team works
InTouch helps firms set up clear workflows for different matter types, so each team has a process that reflects the way the work is really done.
Matter stages, tasks, deadlines and reminders can be built into the workflow, giving fee earners and support staff a clearer route from opening a matter to closing it.
This enables your firm to:
- Set standard steps for each matter type
- Keep key tasks and deadlines visible
- Make ownership clearer across the team
- Reduce variation between fee earners
- Support smoother handovers and supervision
Give everyone a clearer route through each matter
InTouch gives your team one place to see the current stage, next steps, outstanding tasks, documents, communications and ownership.
That makes it easier for fee earners, support staff, junior team members and new starters to follow the right process with more confidence.
Staff can see what has happened, what needs doing next and what still needs attention, without relying on memory, old notes or asking around.
Use the right documents and messages every time
InTouch connects matter information with templates, forms, emails and SMS messages, so your team can create consistent documents and communications from the case record.
Approved templates help reduce time spent recreating routine work. Standard emails and messages help clients and stakeholders receive clearer updates. Information captured once can be reused across the matter, helping your team avoid repeated data entry and version confusion.
AI can also support routine work inside the workflow, including data extraction and drafting support, while keeping your team in control.
Use live reporting to keep improving the process
InTouch reporting draws from live matter data, helping managers see how work is progressing across teams, departments and practice areas.
You can spot overdue tasks, stalled matters, workload pressure and parts of the process that may need attention. That gives partners, heads of department and practice managers a clearer view of where best practice is being followed and where teams may need more support.
Features you’ll love
Standardising best practice is easier when the right steps, documents and updates are built into the matter. InTouch gives your team the tools to follow a clearer process, keep work consistent and improve how matters are handled over time.
Custom Workflows
Create tasks, checklists, deadlines and reminders around each matter type, so teams can follow the right process from start to finish.
Online Forms
Capture client and matter information in a structured way, so teams start with cleaner data and fewer gaps.
Email Communication and SMS Communication
Send updates from the matter, using templates that help your team communicate clearly.
AI Data Extraction
Pull key information from documents into matter fields, with your team reviewing and staying in control.
Matter Management
Keep matter status, ownership, documents, communications and next steps connected in one clear case record.
API & Webhooks
Connect InTouch with the wider tools and systems your firm relies on, so best practice is supported across the full matter journey.
AI Matter Assistant
Give teams AI support inside the matter to help find information, summarise details and draft routine outputs.
Matter Reporting Builder
Build reports from matter data so managers can see progress, overdue tasks, workload patterns and where processes may need attention.
Documentation Generation
Use approved templates to create routine documents more consistently, with matter data pulled into the right places.
User Permissions
Control who can access, manage and update information, helping firms keep processes clear and accountable.
Client Portal
Give clients and stakeholders a secure place to view milestones, documents, forms and updates linked to the matter.
And much more
From Automatic Updates and Client Mobile App access to templates, dashboards, integrations and communication tools, InTouch helps firms turn good process into everyday working practice.
Support that helps your process take shape
InTouch helps with the setup behind standardised working: workflows, matter stages, templates, forms, portal configuration, migration, training and ongoing improvements.
Your firm gets support shaping the system around the way your teams work, so best practice is easier to follow from the start and easier to refine over time.
Support can help with:
- Workflow setup and refinement
- Matter stages, tasks and deadline configuration
- Document, form, email and SMS templates
- Portal setup and client update processes
- Migration, go-live planning and user training
