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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.

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

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

$99.95 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BlumbergExcelsior

Website

www.blumberg.com

Vendor Details

Company Name

InTouch

Founded

2012

Country

United Kingdom

Website

www.intouchapp.co.uk

Product Features

Legal Case Management

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