InTouch for Team Collaboration & Management
Keep your team aligned around every matter
See what has happened, what needs doing next and who owns each step in one place.
InTouch gives fee earners, support staff and managers one connected place to manage matter progress, ownership, documents, tasks, deadlines and communication.
Case Study
A clearer way to manage work across offices
Bird & Co Solicitors use InTouch to manage conveyancing work from quote to completion across multiple offices.
With lead follow-up, reminders, conversion reporting and client and stakeholder portals in one system, the team has a clearer way to manage enquiries, milestones and updates without work being spread across disconnected tools.
Read the Bird & Co story ➔
Multi-office alignment
Staff across offices can follow the same process and work towards the same goals.
20+ enquiries tracked each day
Follow-up reminders help the team manage new leads consistently.
Clear conversion reporting
Monthly reporting shows how many quotes turn into instructions.
Fewer chaser calls
Client and stakeholder portals give clients and agents a secure place to check progress and access updates.
Give every person the same matter view
InTouch brings matter status, owners, next steps, deadlines, documents and communication together, so everyone works from the same live case record.
Fee earners can see what needs attention. Support staff can pick up the right tasks. Managers can understand progress without asking for a separate update.
This helps reduce:
- Work hidden in individual inboxes
- Unclear ownership between fee earners and support teams
- Repeated internal questions about matter status
- Delays during handovers or cover
- Reliance on local knowledge or individual working habits
Make ownership and next steps clear
InTouch helps firms build tasks, deadlines, reminders and ownership into the matter workflow.
Each matter can follow a clear process, with the right people assigned to the right steps. Your team can see what is due, what is overdue, what has been completed and what still needs attention.
That gives staff a clearer way to work and gives partners, heads of department and practice managers a better way to supervise progress.
Give managers live visibility across the team
InTouch reporting draws from live matter data, helping managers see workloads, overdue tasks, stalled matters and progress across people, teams and departments.
You can view caseloads by fee earner, identify pressure points earlier and see where matters may need support.
This gives managing partners, COOs, heads of department and practice managers a practical view of how work is moving through the firm.
Keep clients and stakeholders connected to the matter
InTouch connects client and stakeholder communication to the matter, including portal updates, email, SMS and mobile app notifications.
Your team can send updates from the same case information they are already using. Clients and stakeholders get clearer communication, while the matter record stays complete.
That helps reduce repeated chasing, keep everyone aligned and make communication easier to manage across the team.
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 for each matter type, so teams can follow a shared process.
Email Communication and SMS Communication
Send and record updates from the matter, with templates that help teams communicate consistently.
Matter Reporting
Build reports from live matter data to see workloads, overdue tasks, stalled matters and team performance.
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.
Client Portal
Share secure updates, documents and forms with clients and stakeholders from the matter.
User Permissions
Control who can view, update and manage matter information, helping teams keep access clear and accountable.
API & Webhooks
Connect InTouch with other tools your firm uses, so teams can keep more of the case journey aligned.
Document Management
Give teams one organised place for matter documents, correspondence and templates.
Client Mobile App
Help clients complete forms, upload documents and track progress from their phone.
AI Matter Assistant
Give teams AI support inside the matter to help find information, summarise details and draft routine outputs.
And much more
From online forms and automatic updates to dashboards, integrations, templates and support, InTouch helps teams collaborate around one live matter record.
Support that helps teams work well together
InTouch helps with the setup behind better collaboration: workflows, tasks, matter stages, ownership, permissions, reporting, portal configuration, migration and training.
Your firm gets support shaping the system around how your teams work, so people can adopt a clearer process from the start and keep improving it over time.
Support can help with:
Workflow and task ownership setup
Matter stages, roles and permissions
Document, form, email and SMS templates
Portal setup and stakeholder update processes
Reporting dashboards for workloads and progress
Migration, go-live planning and team training