Conveyancing Case Management Software
Start with Conveyancing and build the case for firm-wide change
InTouch helps multi-practice law firms modernise case management without moving every department at once. Start with your Conveyancing team, prove the operational impact, then expand across the firm.
Why start with Conveyancing?
For many law firms, the need for better case management is clear. The harder question is where to begin.
Your Conveyancing team can be the first to move onto InTouch, so the firm can prove value in one department before any wider rollout.
Conveyancing is a strong starting point because it is high-volume, process-led and full of repeatable tasks.
With InTouch, your Conveyancing team can bring more of the process into one connected system, including:
Enquiry capture and quotes
Client onboarding
Online forms and eSignatures
Matter workflows
Document generation
Client and stakeholder updates
Search tracking
Task visibility
Reporting and performance insight
From Conveyancing to the wider firm
A Conveyancing-first rollout gives your firm a staged route for introducing InTouch without asking every department to change at once. Here’s how it works:
Move your Conveyancing team onto InTouch
Set up your Conveyancing team on InTouch first, with the matter stages, forms, documents, tasks, client updates and reporting they need to manage conveyancing matters from enquiry to completion
Prove operational value
Use InTouch to improve the areas where the pressure is easiest to see. Reduce repeat admin, improve matter visibility, keep clients and stakeholders updated, and give managers a live view of work and performance.
Identify where to expand next
Use what the firm has learned in Conveyancing to decide where InTouch goes next. That could be Private Client, Family, Probate, Immigration, Employment, Litigation, Commercial work or a wider firm rollout.
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Features your conveyancing team will love
If your Conveyancing team is the first to move onto InTouch, these features may be especially useful:
Conveyancing Automation
Reduce repeat admin across enquiries, onboarding, matter stages, documents, client updates and completion tasks.
Quote Calculator
Create conveyancing quotes faster and turn enquiries into matters with less manual input.
eSignature
Send documents for signature and keep signed paperwork connected to the matter.
Stakeholder Portal
Give clients and stakeholders a place to view updates, documents, milestones and key matter information.
The Law Society Forms
Work with The Law Society forms inside InTouch, with forms, documents and follow-up tasks linked to the matter.
AI Matter Assistant
Give teams AI support inside the matter, helping them find information, summarise details and work more efficiently.
Search Integrations
Order and track conveyancing searches from the matter, so search activity stays connected to the case.
AI Document Extraction
Extract key information from documents faster, reducing manual data entry and helping teams get to the information they need.
Why law firms choose InTouch
InTouch helps law firms organise work, reduce manual effort and give teams better visibility across matters, clients and performance.
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Reduce repetitive work across quotes, forms, documents, updates, tasks and matter workflows, so your team can spend more time moving cases forward.
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Give clients, referrers and other stakeholders clearer updates through portals, notifications and shared matter information.
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As a registered reseller, InTouch gives property teams one place to work with The Law Society forms, with forms, documents and follow-up tasks linked to the matter.
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Bring more of your day-to-day systems together, from documents and accounts to ID checks, searches, eSignatures and other key integrations.
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Adapt workflows without code, so your team can update processes as the firm changes, without waiting on developers or long technical projects.
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Use live visibility of work, progress and performance to understand what is happening across the team and make better decisions.
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InTouch is cloud-based, giving your team access to the case information they need whether they are in the office, at home or working across locations.
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Support and onboarding are major reasons firms choose InTouch. Our team is known for quick, human support that helps clients get answers, solve issues and keep moving.
“The software itself is clear, runs smoothly, and is a pleasure to use, significantly improving our efficiency. As a business, we would highly recommend choosing InTouch as your Property Team partner.”
MLP Law
See the conveyancing-first approach in action
MOV8 Real Estate uses InTouch to bring its conveyancing work into one connected case system, helping the team reduce admin, improve data capture and keep work moving with clearer visibility.
Since moving to InTouch, MOV8 has reduced quote-generation time to within an hour of the initial lead, saved around 25 minutes per case when taking instructions through online forms, and saved around 30 minutes per matter through online data capture.
The firm has also started using InTouch for private client work, showing how a focused Conveyancing rollout can become the first step towards wider use across the business.
Quote generation within
1 hour
of the initial lead
Time saved
25 minutes
per case with online instructions
Time saved
30 minutes
per matter with online data capture
Wider impact
Expanded
into private client work
Support that helps your first team succeed
A Conveyancing-first rollout works best when your team feels supported from the start. With InTouch, you get more than software. You get onboarding, setup and ongoing help from people who understand how law firms work.
The InTouch team can help configure workflows, documents, online forms, quote calculators and your client portal before go-live. Your nominated Super User also gets one-to-one training, so your firm can keep knowledge in-house and make confident changes over time.
And when questions come up, support is quick, human and handled by knowledgeable product experts.
FAQs
Why start with Conveyancing?
Conveyancing is high-volume, process-led and full of repeatable tasks. That makes it a strong first department for proving the value of InTouch across admin, workflows, client updates, matter visibility and reporting.
What does moving the Conveyancing team onto InTouch involve?
Your Conveyancing team is set up with the matter stages, forms, documents, tasks, client updates and reporting they need to manage work from enquiry to completion. The rest of the firm does not need to move onto InTouch at the same time.
What if we already have case management software?
Many firms come to InTouch because their current system no longer fits the way they work. The demo can look at where your existing setup is slowing the Conveyancing team down, where work is being duplicated, and where InTouch could improve the process.
What will the demo cover?
The demo will focus on your Conveyancing team and how they currently manage enquiries, onboarding, documents, searches, client updates, tasks, reporting and completion. It can also cover how InTouch could expand into other departments after the first rollout.
Can we change workflows ourselves?
Yes. InTouch lets firms adapt workflows without code, so your team can update processes as your firm changes without waiting on developers or long technical projects.
What support do we get when we move onto InTouch?
You get onboarding and support from the InTouch team, with quick, human help when you need it. Support is one of the reasons firms choose InTouch. Clients value being able to speak to people who know the system and can help them keep work moving.