InTouch is a cloud‑native case management platform for growing law firms that centralises documents, emails, notes, and task histories in a single secure repository. Its built‑in AI extracts key data from legal documents and its no‑code workflow builder automates processes, while client portals and integrations with tools like Xero provide real‑time updates and end‑to‑end automation across multiple practice areas.
Funding
Funding not disclosed
Founders
Product
Problem
Law firms often rely on disparate tools and manual data entry to manage cases, leading to inefficient workflows, frequent errors, and high administrative overhead. Lack of centralized case information makes it difficult to keep clients informed and to track deadlines across multiple practice areas.
Solution
InTouch is a cloud‑native case management platform designed for growing law firms. It centralises documents, emails, notes, and task histories in a single secure repository while offering configurable, no‑code workflows that mirror each firm’s unique processes. Built‑in AI extracts key data from legal documents, automatically populating matter fields and reducing manual entry time. Integrated client and stakeholder portals provide real‑time, plain‑language updates, cutting inbound “progress‑chasing” calls. The system connects to accounting (Xero), search (InfoTrack, Thirdfort), and other third‑party services via APIs and webhooks, enabling end‑to‑end automation from quote generation to invoicing.
Target Audience
InTouch targets mid‑size to large law firms and professional services practices that need a unified, cloud‑based case management solution across multiple practice areas such as commercial, conveyancing, dispute resolution, family, and IP law.
Features
- AI‑driven document extraction that pulls client, financial and transaction details from contracts, deeds, mortgage offers and more
- Fully configurable, drag‑and‑drop workflow builder with IF/ELSE logic, task templates and audit‑trail logging
- Client and stakeholder portals plus native mobile app for 24/7 access to case status, documents and e‑signatures
- Integrated calendar, reminders and traffic‑light dashboard to surface upcoming deadlines and at‑risk matters
- Seamless Xero invoicing, client accounting and reporting suite, plus optional branded portals and SLA options
- Open API and webhook framework for bi‑directional sync with external systems (e.g., Outlook, Word, InfoTrack, Thirdfort)
- Role‑based permissions and 2FA security to protect sensitive client data