The best case conveyancing management software for your firm

At InTouch, we have a clear mission statement to improve automation, communication, and transparency within property transactions through our conveyancing software.

The emphasis of our mission is firmly rooted in making the process better for the end-client, the person or business buying or selling a property. We believe that a superior client experience is the key to success for any law firm in today’s competitive climate.

We help deliver an improved client experience by;

This approach ultimately leads to faster transactions, a better client experience, and a more profitable practice.

InTouch has a number of key benefits that makes it the best conveyancing case management software available;

InTouch Conveyancing Software Automation

Enabling automation and streamlining processes

InTouch comes with features automating manual processes and removing unnecessary steps, making the process more efficient for all;

  • Online customisable forms - Allow customers to self-serve, removing paper forms and manual data entry
  • Automatic updates for stakeholders - Send automatic updates to stakeholders when a milestone is reached, reducing progress chasing phone calls
  • Dynamic document generation and precedent banks - Create documents, emails, and forms fully populated with the relevant information with a click of a button
  • Electronic signatures - Remove the need for the paper, postage, and scanning associated with wet signatures with our eIDas compliant esignature solution
  • Online quotation and land tax calculations - Automatically generate accurate quotes, and perform land tax calculations by answering some simple questions
  • Better Referrals - Enable partners to easily refer leads through an online form, or on-the-go via our mobile apps
  • Streamline client accounting - Our Xero integration and InTouch features helps you automatically update client & office ledgers, as well as the debit and credits in Xero

InTouch Conveyancing Automation Software
InTouch Conveyancing Software Communication

Improve client & stakeholder communication

Great communication is the key to delivering a great client experience. InTouch makes communicating well simple, by offering a range of options which you can tailor to the needs of your clients, and the specific matter via;

  • Online stakeholder portal - Easily share updates on the progress of the matter such as key milestones and next steps, or share documents securely with relevant parties
  • Conveyancing Mobile Apps - Take it one step further by giving your stakeholders access to our Mobile app to provide them with on-the-go updates on all their matters
  • 2-ways SMS - Communicate with your clients via SMS, if they reply the text message automatically gets attached to the matter, and you are notified via email
  • Automatic updates - Keep stakeholders informed of progress by sending automatic email updates
  • Templates for letters, emails, and text messages - store templates that pre-populates key information for you across communication, which you can manually alter, if required, before sending

Conveyancing Software InTouch Client
InTouch Case Management API

Integrations that makes your life easier

InTouch integrates with a number of third-parties to give you the best possible experience in managing your matters, these include;

  • Email - Send emails directly from the case management system from your inbox. Unlike some other case management systems, this comes from your personal email and any replies are automatically sent to your inbox as well as being attached to the matter
  • Word/Outlook plugins - With our plugins you can easily attach emails and documents to the matter by the click of a button inside Word or Outlook
  • Search providers - You can order searches via a few clicks, with all key information being automatically sent to the search provider. Once documents are ready they are automatically posted back to InTouch, notifying the user, and including any associated costs with the searches
  • Perform KYC/AML checks - Via integrations with the likes of Amiqus, no need to manually enter information as this is posted automatically to their portal
  • APIs/Webhooks - We have a number of webhooks and APIs available meaning you can further integrate with other services as needed, for example, Zapier, or email campaign software

InTouch Conveyancing Software Features

"The simplicity of the InTouch conveyancing software design, all adds to a platform that has greatly improved our clients property transaction experience."

Carl Parslow
Director
Carl Parslow

"We have no regrets whatsoever about changing case management systems and would urge others to to take a look at what InTouch can do."

Marc Lansdell
Director
Evolve Law

"InTouch has definitely reduced the number of phone calls and emails we receive from estate agents requesting updates. Many of our clients have also commented on how helpful the email updates that they receive are. We would definitely recommend..."

Michelle O'Shea
Director
Mos 150

"The InTouch system is very easy to use, provides a smooth streamline working environment with adaptable aspects enabling us to tailor the package specifically to both our and our client’s needs. In today’s technological world it is imperative..."

Keith Murray
Director
Murray Hills Solicitors

"I was immediately impressed with how self-explanatory InTouch is to Use"

Chris Jeyes
Director of business development
Bird And Co Solicitors Llp 200

"...What has impressed me most is the level of personal support available from Marvin, Dale and the team in setting up and amending items. You can self manage a lot of changes but every now and then, when you need to speak to someone to clarify..."

Chris Catmull
Director
Assured Conveyancers 2

"Our current case management system was coming to an end of life. InTouch offered a new modern approach with an adaptable and user friendly interface".

Camilla Asher
Practice Manager
Winston Solicitors
In Touch No Code Customisation

Easy to use and configure

InTouch is built with the conveyancing user in mind, meaning it is easy to navigate and easy to configure, all without having to write any code. This means you can easily update

  • No-code - easily configure InTouch without writing a single piece of code
  • Fully configurable workflows - Configure your processes and add in automation task to your workflow via our configurable no-code solution
  • Customisable forms and quote tools - Enabling you to capture the information you need at each stage
  • Custom data markers - Easily add new data fields to each matter type to suit your needs
  • Templates - That uses simple data markers and logical statements to suit your needs

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InTouch Secure Cloud Case Managment

Benefit from a truly cloud-based case management solution

Being a Software-as-a-Service solution provides a number of benefits compared to on-premise, local, or other alternative solutions.

  • Access from anywhere - Access InTouch at any time and from anywhere as long as you have an internet connection - no need to install any software
  • Your data remains secure - Via our trusted partner Microsoft and a number of other services we adhere to the latest in cybersecurity
  • Frequent updates and new features - We listen to our customers and frequently ship a number of new features and improvements every month. InTouch will continually evolve with the needs of our customers - our aim is that you'll never have to change systems again
  • Back-ups - Your data is securely backed up in two different locations via Microsoft Azure, meaning the risk of data loss is incredibly low
  • Financial benefits - An all-encompassing price - no servers to buy/maintain, no maintenance or security patches, no upgrades, no hosting costs

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Cloud-based conveyancing software by InTouch
Case Management Support

Friendly support and hassle-free onboarding

We offer free, fast, and friendly support together with free onboarding of new customers, to set you up for success from the start and into the future.

  • Friendly support available via email 24/7 - Responses are provided during business hours Monday to Friday by our friendly and knowledgeable product experts
  • Online help documentation - Available to all InTouch users, which is both easily accessible and searchable. Helping you find the article and solution to your specific issue or question, within seconds.
  • Onboarding - We will invest heavily to get you up and running by setting up your bespoke workflows, setting up online forms, and ensuring your documents & precedents can be generated from the case data at the click of a button.
  • Become an InTouch Automation Workflow Expert - During onboarding, we will deliver online one-on-one training sessions with your nominated “Automation Workflow Expert”, free of charge

InTouch Conveyancing System Relaxed Customer
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