An introduction to InTouch and how to get started with the basics such as; creating matters & managing matters.
In-depth information on how to manage your matters.
In-depth information on how create contacts & manage all the information you want to store on a contact.
Learn how to add new staff members, control staff permissions, set up custom email footers and manage teams.
Learn how to create online forms that can be completed internally by your team or externally by your stakeholders.
Learn how to create new email templates, document templates, SMS templates and matter templates.
In-depth information on how to manage your templates, including data markers and helpers available.
Learn how to set your own traffic lights, use mention functionality, add signatures to documents and create labels.
Learn how to run reports and see how well your firm is doing
The InTouch portal allows your stakeholders to view their transactions progress.
Learn how to ensure your account is set up correctly
Learn how to set up your Organisation
Learn how to configure and use the client accounting side of InTouch.
Integrate your InTouch account with third parties
Build custom integrations using the hooks & API
This section contains help documentation on various issues that users have faced while using InTouch
Information for you IT manager/firm to set up configuration for DNS & Emails.
Supported file types, minimum requirements and other information.
