InTouch Tool ★ 4.8 · 52 reviews

InTouch Tool

Q: What practice areas does InTouch support?

InTouch supports multiple practice areas including conveyancing, commercial, dispute resolution, employment, family, personal injury, immigration, intellectual property, and wills & probate.

Q: Does InTouch offer a mobile app?

Yes, InTouch provides a client mobile app for stakeholders to view case updates, documents, and communicate with the firm. The Premium and Enterprise plans include a branded client mobile app.

Q: Can InTouch integrate with my accounting software?

Yes, InTouch integrates with Xero for accounting. Transactions including debits and credits are posted directly to Xero, and it supports client and office ledgers compliant with SRA and CLC guidelines.

Q: Is InTouch suitable for small law firms?

Yes, InTouch is designed for growing law firms. It offers flexible plans starting at £79 per user per month, and the system is praised for its ease of use and quick setup.

Q: What AI features does InTouch offer?

InTouch includes AI Document Extraction that automatically populates case data from uploaded documents such as memorandums, contracts, and redemption statements, reducing manual data entry.

Q: Can I customize workflows in InTouch without coding?

Yes, InTouch offers no-code workflow customization. You can create and modify matter templates, tasks, deadlines, and conditions using a drag-and-drop interface, and apply changes to new matters instantly.

Multi-practice case management for growing law firms

AiDOOS Verified SAAS Marketing

4.8 ★★★★★ 52 reviews

Live in 72 hours

About InTouch Tool

InTouch is a comprehensive, multi-practice case management software designed for growing law firms. It provides a single platform to organise, build, and track legal case progress efficiently, intelligently, and collaboratively. Core features include no-code customizable workflows, a client portal with automated updates, document automation with e-signature, AI-powered data extraction from documents, and integrations with key legal and accounting tools such as InfoTrack and Xero. InTouch helps law firms standardise processes, reduce administrative overhead, improve client communication, and increase profitability. AI features accelerate case setup by automatically populating case data from uploaded documents like memoranda of sale and contracts. The client portal provides real-time visibility into case progress, reducing client inquiries and improving satisfaction. AiDOOS enhances deployment and adoption by providing tailored onboarding, workflow configuration, and ongoing support to ensure law firms maximise the value of InTouch.

Challenges It Solves

Manual data entry slows case setup and increases errors
Clients frequently chase progress, increasing admin workload
Lack of standardised processes leads to inconsistent case handling
Inefficient document management and template creation

Screenshots

Use Cases

Conveyancing

Manage property transactions with automated workflows, AI data extraction, and integrations with InfoTrack for searches and land registry.

Family Law

Track family cases with customisable workflows, document automation, and client portal updates.

Dispute Resolution

Organise litigation cases with milestones, document management, and time recording.

Pricing

Standard

Includes AI Data Extraction, AI Matter Assistant, Custom Workflows, Client Portal, Client Mobile App, and Matter Management.

$99/user

billed monthly · $79/user/mo annually

AI Data Extraction
AI Matter Assistant
Custom Workflows
Quoting Onboarding
Client Portal
Client Mobile App
Matter Management
Matter Export

Key Features

AI Document Extraction

Automatically populate case data from uploaded documents using AI.

No-Code Workflows

Create and customise case workflows without any coding.

Client Portal

Share updates, documents, and forms with clients in a secure portal.

Document Automation & E-Signature

Generate documents from templates and collect e-signatures within the platform.

Client Mobile App

Allow clients to track case progress and communicate via a mobile app.

Integrations with InfoTrack & Xero

Seamlessly connect with property searches, land registry, and accounting tools.

What Reviewers Say AI-synthesized from 52 reviews

What works well

Highly customisable no-code workflows adapt to any practice area
AI document extraction saves significant time on data entry
Client portal reduces inbound calls and emails
Transparent pricing per user with annual savings

Common concerns

No public free trial is available
Enterprise pricing is not publicly listed

Reviews

52 verified reviews

4.8

★★★★★

out of 5 · 52 reviews

By segment

Mid-Market100%

Lead Generation Specialist/ Setter

"Convenient and Time-Efficient"

Setting it up is simple, and it saves a great deal of time. The only drawback is five connections per day; otherwise, it's quite good software. Time-saving and ease of use are its strengths.

Sr. FullStack Engineer

"Strongly Recommend This Product"

This is a fantastic tool for expanding and automating your LinkedIn connections in a strategic manner. It also sends automated messages to your contacts. I highly recommend it. More advanced features like creating workflows, adjusting withdrawal requests, and others are needed. It saves significant time. Creating personalized connection requests and following up promptly is an excellent way to automate.

Institutional Marketing Executive

"Review of InTouch Tool"

It assists me in finding and connecting with people. The process is lengthy and could use more guidance. It helps with my lead generation efforts.

Founder

"Intuitive to Use"

I really appreciate how easy it is to navigate. After the scraping, it becomes very hands-off. Not much to fault, but perhaps there could be more automations. Manually adding on LinkedIn was time-consuming, but this automates it.

Small-Business (50 or fewer emp.)

"Simple and Quick"

The automated process is simple to use. There are nice features and good integration. However, when you hover over the network page, it expands, making it hard to view. I think the time limits and the process could be faster. The tool helps in searching for the right leads and adding them to my network, saving me time.

Small-Business (50 or fewer emp.)

"Great, Simple-to-Use Tool"

It's automatic and easy to learn, saving time—nothing else about it is great. Additional features in the future would be welcome, but for now it gets the job done for marketing and sales automation.

Mid-Market (51-1000 emp.)

"A Solid Tool"

It automates LinkedIn messaging and connection requests. It's user-friendly. I'm a bit uncertain about how it manages follow-ups, but it saves me time from manually sending LinkedIn connection requests.

Founder

"Excellent for Recruiting"

It streamlines tasks and provides an effective channel to approach candidates. The distinction between the subscription tiers isn't very obvious and could be clarified. I operate a recruitment agency, and InTouch aids in finding candidates and leads.

EVP

"Time-Saving and Efficiency Booster"

It cuts down on time and assists in connecting with relevant individuals. I'd prefer a higher weekly credit allowance. The tool lets me send personalized messages to the right people through automation.

President

"User-Friendly and Affordable"

The software is straightforward to operate and costs little. I can generate both initial tailored requests and subsequent messages. There's a cap on usage within each 24-hour window, so if your daily schedule shifts even a bit, you might end up with fewer than the intended daily quota. I keep a list of contacts who have expertise in my product area. By crafting highly targeted requests, I make sure only suitable people respond, while others skip it. This method helps me engage with contacts who truly need what I offer.

Reviewer Demographics

Top Industries

No data available

Enterprise Readiness

SRA Compliance

CLC Compliance

Identity & Access

SSO✗ Not supported

RBAC✓ User permissions with different levels of matter functionality

Audit Logs✓

Data Security

At restAES-256

In transitTLS 1.2+

Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%

RPO—

RTO—

Pen test—

Compliance & Portability

Data residencyUnited Kingdom

Data export✓ CSV, PDF

Right to erasure✓ Supported

Integrations

Xero

Manage transactions, debits, credits posted directly to Xero, linked to corresponding matter entries. Built to SRA and CLC guidelines, includes Office and Client ledgers, auto-creates receivables from searches and matters.

Native 2-4 hours ⇄ Bi-directional

InfoTrack

Complete conveyancing workflow enabling access to Land Tax and Land Registry submissions, property searches, checks, and reports. Supports Local Authority validation searches.

Native 2-4 hours ⇄ Bi-directional

Thirdfort

Automated AML checks and identity verification. Provides instant access to client bank statements and source of funds questionnaires.

Native < 1 hour

Quantus

Integration for ordering and receiving property searches, with results automatically attached to the matter.

Native < 1 hour

Governance & Compliance

EU AI Act

No data available

Data Processing Agreement

No data available

Sub-processors

No data available

Right to Erasure

✓ Supported

Change Notifications

No data available

NIST AI RMF

No data available

AiDOOS Managed Deployment

Deploy InTouch Tool in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

Deployments

94%

Adoption rate

4.8/5

Post-deploy sat.

2-4 weeks

Time to value

Prerequisites

Active InTouch subscription
Company registration details
List of users and roles
Integration credentials (e.g., Xero API keys)

Configuration Options

Custom workflows
User permissions
Document template setup
Client portal branding

How InTouch Tool Compares

Product	AI & Analytics	Ease of Use	Enterprise Features	Pricing	Integrations	Mobile Experience	Quick Setup	Customer Support	Rating	Price/mo
I InTouch Tool This product	Good	Excellent	Good	Excellent	Good	Good	Excellent	Excellent	★ 4.8	$79/user
LL LEAP Legal Software	Fair	Good	Good	Fair	Fair	Good	Good	Good	—	$Custom/user
CL Clio	Good	Excellent	Good	Good	Excellent	Excellent	Excellent	Good	—	$39/user
PP PracticePanther	Fair	Good	Fair	Good	Good	Excellent	Good	Good	—	$79/user

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for InTouch Tool

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
Refundable on unused Delivery Units, anytime — no questions asked
Re-delivery guarantee on acceptance miss
Pre-flight delivery sizing — you see the plan before you commit

Get a delivery plan for InTouch Tool What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers InTouch Tool

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

Discover

Requirements & assessment

Integrate

Setup & data migration

Validate

Testing & security audit

Rollout

Deployment & training

Optimize

Performance tuning

Schedule a Meeting

Frequently Asked Questions

What practice areas does InTouch support?

InTouch supports multiple practice areas including conveyancing, commercial, dispute resolution, employment, family, personal injury, immigration, intellectual property, and wills & probate.

Does InTouch offer a mobile app?

Yes, InTouch provides a client mobile app for stakeholders to view case updates, documents, and communicate with the firm. The Premium and Enterprise plans include a branded client mobile app.

Can InTouch integrate with my accounting software?

Yes, InTouch integrates with Xero for accounting. Transactions including debits and credits are posted directly to Xero, and it supports client and office ledgers compliant with SRA and CLC guidelines.

Is InTouch suitable for small law firms?

Yes, InTouch is designed for growing law firms. It offers flexible plans starting at £79 per user per month, and the system is praised for its ease of use and quick setup.

What AI features does InTouch offer?

InTouch includes AI Document Extraction that automatically populates case data from uploaded documents such as memorandums, contracts, and redemption statements, reducing manual data entry.

Can I customize workflows in InTouch without coding?

Yes, InTouch offers no-code workflow customization. You can create and modify matter templates, tasks, deadlines, and conditions using a drag-and-drop interface, and apply changes to new matters instantly.

InTouch Tool

About InTouch Tool

Challenges It Solves

Screenshots

Use Cases

Conveyancing

Family Law

Dispute Resolution

Pricing

Key Features

AI Document Extraction

No-Code Workflows

Client Portal

Document Automation & E-Signature

Client Mobile App

Integrations with InfoTrack & Xero

What Reviewers Say AI-synthesized from 52 reviews

What works well

Common concerns

Reviews

Reviewer Demographics

Top Industries

Enterprise Readiness

Identity & Access

Data Security

SLA & Availability

Compliance & Portability

Integrations

Xero

InfoTrack

Thirdfort

Quantus

Governance & Compliance

EU AI Act

Data Processing Agreement

Sub-processors

Right to Erasure

Change Notifications

NIST AI RMF

AiDOOS Managed Deployment

Deploy InTouch Tool in 72 hours

Prerequisites

Configuration Options

How InTouch Tool Compares

A Virtual Delivery Center for InTouch Tool

How a Virtual Delivery Center delivers InTouch Tool

Outcome-Based

Milestone-Driven

Expert Network

Implementation Timeline

Frequently Asked Questions

Quick Stats

Resources

Vendor

Get an Instant Proposal