Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Introducing a comprehensive solution for managing projects and client relationships in your organization. Keep everything organized and accessible as you monitor all projects and client interactions from a single, user-friendly platform. This project management system empowers you to initiate projects, generate invoices, handle quotes, allocate assignments to team members, track progress, and facilitate collaboration, ensuring timely delivery of high-quality results. Additionally, you have the ability to establish deadlines and milestones, allowing for effective workload management on both an organizational and individual basis. With an intuitive interface that can be easily tailored to fit your specific needs, this tool is designed for seamless integration into your business operations. You can also record each action taken by your team on a project, enabling you to assess whether you are achieving your desired progress and outcomes. By centralizing these functions, you enhance productivity and foster better communication among team members.

Description

Streamline your entire conveyancing process through a single cloud-based platform. Enhance your client interactions by eliminating traditional paper forms in favor of adaptable online forms that can be tailored to meet specific needs. Recognizing that every firm operates differently, our customizable workflows empower you to define your operational approach while ensuring uniformity among staff. Clients can now receive quotes even outside of regular hours, and our system allows partners to make referrals and generate quotes on your behalf. Deliver personalized quotes to clients within seconds, thanks to our robust APIs and Webhooks that facilitate seamless third-party integrations. This technology enables you to create, read, write, upload, or initiate actions from various software, or have InTouch trigger actions within those platforms. By offering electronic document signing, you can save both time and money. Updates on each matter are automatically communicated to clients, ensuring they stay informed and satisfied throughout the process. Furthermore, our online portal significantly reduces the need for progress-chasing phone calls by up to 40%, keeping your clients and stakeholders continuously informed. Embrace this innovative solution to elevate your conveyancing practice to new heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Outlook No 
ORCODA Logistics Management System (OLMS) No 
ORCODA Workforce Logistics System (OWLS) No 
Skipio No 
Windcave No 
Xero No 
eCard Systems No 

Integrations

Microsoft Outlook Yes 
ORCODA Logistics Management System (OLMS) Yes 
ORCODA Workforce Logistics System (OWLS) Yes 
Skipio Yes 
Windcave Yes 
Xero Yes 
eCard Systems Yes 

Pricing Details

$20/month
$20/month - up to 100 clients
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ClientRamp

Founded

2024

Country

United States

Website

www.clientramp.com

Vendor Details

Company Name

InTouch

Founded

2012

Country

United Kingdom

Website

www.intouchapp.co.uk

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management No 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

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