Exporting a matter

Individual matters can be exported at any time.

All documents, emails and information on the matter will be compressed into one or more Zip files which can then be accessed outside of InTouch.

To request an export:

1. Select the export icon in the top right hand corner of the matter
2. Schedule Export
3. The export will be queued to run between 6pm and 6am on weekdays, or at any time at the weekend (UK time for UK accounts, Australian Eastern time for Australian accounts). Bank holidays count as weekdays. A request made within those hours is queued straight away and starts as soon as the exports ahead of it have finished
4. When the export is complete, you’ll receive an email and the Zip file will be saved to the matter’s Folder tab
5. Download and save the export to have access to this outside of InTouch

A matter can only have one export on its way at a time. If anyone requests another before the first has finished, InTouch tells them the export is already on its way.

What the export contains

• A spreadsheet of the matter’s data and its ledger as a PDF
• Files: the matter’s documents
• Form Completions: the matter’s form submissions
• Emails: each email as an .eml file, which opens in any email app with its attachments and images in place. Each attachment is also saved on its own in Emails > Attachments
• SMS: the matter’s text messages
• Trash: the items in the matter’s trash, in the same folders, with a spreadsheet of its own

Each item’s name starts with its date and time, written year first in 24-hour time (for example 2026-11-08 14-30), so the items sort in date order. Items with the same name in one folder are numbered (2), (3) and so on, and the spreadsheets give each item’s name as it appears in the Zip.

To download just some items rather than the whole matter, see downloading several items as one zip.

If a file can’t be added, for example because it’s missing or takes more than two minutes to add, the export carries on without it. The Zip holds a text file starting !Failed! in its place, and the email says the export completed with errors and lists the files that were left out.

Note

Completed, closed, archived and aborted matters are stored on InTouch for 6 years from their “closed” date (when they were completed, closed, archived or aborted). Upon the 7th year, we will contact you letting you know which matters need exporting from InTouch. There will be the facility to export on mass at that time.