Templates

Built-in data markers

These pages list the data markers built into InTouch, as the data marker list shows them. They’re the same for every organisation, apart from the regional differences under Australia, so you can look one up before you open a template.

Matter data markers: the matter, its address, its tasks and its recorded time
People data markers: the Fee Earner, assistants, clients and other stakeholders, and the person sending or receiving
Accounts data markers: fees, receivables, the ledger, invoices, bills and the statement of adjustment
Organisation and settings data markers: your organisation’s details and regional settings

Your own fields aren’t listed here: the fields on your matter templates and any custom fields on your contacts. Find them in the data marker list in any template editor, which shows built-in and custom markers together, each with its notes. A few built-in markers are left out too. feesTotalCharge, feesTotalTax, feesGrandTotal, the documents list and the two social share links don’t follow the naming of the others; look these up in the data marker list. The account summary markers, such as matter.account.office.balance, work in templates but aren’t in the data marker list. For how markers work, see Data markers and variables.

Reading the tables

Each group has a table with two columns:

Marker: what to type between the double curly braces, e.g. {{matter.reference}}
What it gives you: the marker’s name in the data marker list, the kind of value it gives, what the value means, and a made-up example to show the format

Some groups only work in certain places, such as a client invoice or an email signature. A line under the group’s heading says where.

Using each type

Date and Date & Time: format them with #datetime, e.g. {{#datetime matter.createddate 'dd/mm/yyyy'}}. Without it, the value prints in UTC in ISO format, e.g. 2025-01-02T03:04:05Z.
Collection: a list of items, such as a matter’s tasks. Use #foreach to repeat a block for each item. The notes name the fields each item has.
Currency and Number: usable in calculations.
Yes or No: usable in an #if condition.
Rich Text: the matter’s sticky note.
Email and Phone: an email address or phone number.

A marker with no value prints nothing. Where a blank would read badly, wrap it in #if:

{{#if matter.address.postcode}}
Postcode: {{matter.address.postcode}}
{{#endif}}

Addresses

Every address follows the same pattern, whether it’s the matter’s address, a team’s, your head office’s or a contact’s correspondence address. Taking the matter’s address as an example:

Marker	What it gives you
`matter.address.line1` to `matter.address.line4`	The four address lines: street, then apartment or building, then town or city, then county
`matter.address.postcode`	The postcode
`matter.address.city`	The same as line 3
`matter.address.county`	The same as line 4
`matter.address.shortaddress`	Line 1, line 2 and the postcode, separated by commas
`matter.address.singleline`	The whole address on one line, separated by commas

Each article lists where its addresses start.

Contacts’ addresses come from the Correspondence group of contact fields, which every organisation starts with. While your organisation’s group keeps the name Correspondence, each contact’s address follows the same pattern: a client’s starts stakeholder.client.1.correspondence.address, so its first line is stakeholder.client.1.correspondence.address.line1.

Australia

Marker keys are the same in both regions, apart from the tax rate marker (see Organisation and settings data markers) and the statement of adjustment markers, which only Australian organisations have. Names that refer to the client account say trust in Australia: Client Deposits is Trust Deposits, for example. The ledger transactions list is the exception: its item fields clientdebit, clientcredit and clientbalance are trustdebit, trustcredit and trustbalance in Australia. See Accounts data markers.

Address lines 3 and 4 are the suburb and the state or territory in Australia, so .city gives the suburb and .county the state or territory.