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Adding a new matter

There are three ways to open a matter on InTouch:

From a matter template

Section titled “From a matter template”

  1. Navigate to the InTouch homepage

  2. Select + Matter

  3. Choose to create a matter From Template

  4. Select the relevant matter template

  5. Complete the required fields:

    1. Provide a reference
    2. Choose the Fee Earner the matter should be assigned to
    3. Add the stakeholders involved in the transaction under the relevant group
      1. Search to see if the contact already exists within InTouch
      2. C reate a new contact by filling in the required fields
    4. Input the m atter address
    5. Complete any additional questions
    1. Choose whether the matter state should be a Lead. If left blank, the matter will be set to Open.

  6. Create Matter

From a form

Section titled “From a form”
  1. Navigate to the InTouch homepage
  2. Select + Matter
  3. Choose to create a matter From Form
  4. Select the form you wish to use
  1. Complete the required fields
  2. Submit the form

A matter will be created with the details entered into the form saved within it.

From a document

Section titled “From a document”

  1. Navigate to the InTouch homepage

  2. Select + Matter

  3. Choose to create a matter From Document

    1. Select the relevant matter template
    2. Choose the Fee Earner the matter should be assigned to
    3. Choose the data set to be used
    4. Upload the document you wish to extract data from

  4. Create Matter

  5. To manually extract the data:

    1. From the file on the right, copy the required information into the data fields on the left

      1. The affect these changes have on the matter/contact field will be shown as follows:
        1. Fields highlighted in blue - new data will be added
        2. Fields highlighted in yellow - existing data will be changed
        3. Fields highlighted in red - existing data will be removed

    2. To add a new stakeholder:

      1. Select ’+’ next to the relevant group i.e. purchaser, giftor, otherside solicitor
      2. Search to add an existing contact or ‘Create New’

    3. Create Matter

  6. To automatically extract the data:

    1. Select AI Extract

    2. Any contacts located within the document will be available to add as a new matter stakeholder:

      1. Choose the relevant group they should be added to i.e. purchaser, giftor, otherside solicitor
      2. Select an existing contact or ‘Create New’
      3. Continue

    3. Any data located within the file will be automatically extracted to the relevant fields

      1. The extracted data points will be highlighted within the file on the right.
      2. The affect these changes have on the matter/contact field will be shown as follows:
        1. Fields highlighted in blue - new data will be added
        2. Fields highlighted in yellow - existing data will be changed
        3. Fields highlighted in red - existing data will be removed

    4. To add a new stakeholder:

      1. Select ’+’ next to the relevant group i.e. purchaser, giftor, otherside solicitor
      2. Search to add an existing contact or Create New

    5. Create Matter

A matter will be created with the data extracted from the document saved within it.