Matter overview

Matters have two distinct sections:

1. Matter details on the left
2. Matter actions on the right

Matter details

The left hand side of a matter displays information on:

• The matter state
• The matter ITR code
• Pinned custom fields
• Linked matters, shown when there are any

  Tip

  A matter is automatically linked if it shares a client with this one, meaning the same contact record rather than just the same name. A matter’s clients are its primary stakeholder and the stakeholders in its first client group, such as Purchaser or Vendor, so joint clients link too. Other stakeholders, such as estate agents or the other side’s solicitor, do not link matters unless they are the primary stakeholder.

  Note

  Only matters in a Lead, Open, On Hold or Completed state will be linked.

• The matter address
• The stakeholders involved in the transaction, categorised by type
• The matter Fee Earner
• The matter Assistant

  Tip

  Up to 3 Assistants can be added to a matter.

Copying a contact’s details

To copy a stakeholder’s name, organisation, email address or phone number, for example to paste into an email or document, select the copy icon after it. InTouch shows Copied to clipboard. The Fee Earner and Assistant cards have the same icon after the name and email address.

Selecting a stakeholder’s name, or their organisation if they have no name, still opens their contact details. To copy only part of a value, drag across the text to select it and copy it as you would anywhere else. Dragging doesn’t copy the whole value or open the contact.

Matter actions

The toolbar at the top right of the matter allows you to:

• Obtain AI Assistance - Get general help with the matter
• Add alarm - Manually add an alarm to the matter
• Add or edit the matter’s sticky note - Add or edit a note which will be pinned to the top of the matter
• Change the matter’s template - Change the template of the matter
• Lock or unlock the matter’s access - Restrict access to the matter to those that belong to the Fee Earner’s team

  Note

  This requires the relevant staff permissions to be applied.

• Place or remove the matter’s hold - Temporarily pause any alerts for the matter
• Export matter - Export the data and files saved to the matter

Matter tabs

Tasks

The Tasks tab displays a list of tasks associated with the matter.

Folder

The Folder tab allows you to create, manage and view correspondence related to the transaction. This includes:

• Documents
• Emails
• SMS Messages
• Forms
• Notes
• Phone Calls

Data

The Data tab stores any information collected throughout the transaction.

Tip

This information can be reported on and automatically recalled in templates!

Note

The following tabs may not be available on your matters. To configure the tabs available, please visit your Matter Template settings.

Chain

The chain tab provides an area to record and monitor the matter’s chain progression.

Services

The Services tab allows you to create and manage any orders placed with an integrated third party provider.

Time Recording

The Time Recording tab allows you to record time spent on the matter.

Accounts

The Accounts tab provides access to the matter’s client accounting.

Note

Not all InTouch packages have access to this functionality. For further information, please contact support@intouch.cloud.

Tip

For further guidance on the different tabs available within a matter, watch our short training video!