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

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$20/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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