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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.
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
API Access
Has API
API Access
Has API
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
No price information available.
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
InTouch
Founded
2012
Country
United Kingdom
Website
www.intouchapp.co.uk
Vendor Details
Company Name
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
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
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
