Templates
People data markers
These markers give details of the people involved: the matter’s Fee Earner and assistants, its clients and other stakeholders, and the person a document or email is sent to or from. For how to read the tables, see Built-in data markers.
Contacts can also hold your organisation’s own custom contact fields. These appear alongside the built-in markers in the data marker list, but they’re specific to your organisation, so they aren’t listed here.
Fee Earner
Section titled “Fee Earner”The matter’s Fee Earner, and the team they belong to. The team’s address starts matter.feeearner.team.address. See Addresses.
| Marker | What it gives you |
|---|---|
matter.feeearner.guid | ID (Text) E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
matter.feeearner.forename | Forename (Text) E.g. Sarah |
matter.feeearner.middlename | Middle Name (Text) |
matter.feeearner.surname | Surname (Text) E.g. Connor |
matter.feeearner.fullname | Full Name (Text) The fee earner’s forename, middle name and surname. E.g. Sarah Connor |
matter.feeearner.initials | Initials (Text) Middle-name initials are included when the fee earner has a middle name set. E.g. SC |
matter.feeearner.email | Email (Text) The fee earner’s email address. E.g. sarah.connor@example.com |
matter.feeearner.phone | Phone Number (Text) E.g. +44 20 7946 0000 |
matter.feeearner.position | Position (Text) E.g. Solicitor |
matter.feeearner.team.name | Team (Text) The name of the fee earner’s team. E.g. Conveyancing |
matter.feeearner.team.dxmail | Team DX mail address (Text) E.g. DX 12345 London |
matter.feeearner.team.telephonenumber | Team Telephone Number (Text) E.g. +44 20 7946 0000 |
matter.feeearner.team.email | Team Email Address (Text) E.g. team@example.com |
matter.feeearner.team.faxnumber | Team Fax Number (Text) E.g. +44 20 7946 0001 |
matter.feeearner.team.address.line1 | Team address line 1 (Text) E.g. 1 High Street |
matter.feeearner.team.address.line2 | Team address line 2 (Text) E.g. Westminster |
matter.feeearner.team.address.line3 | Team address line 3 (Text) E.g. London |
matter.feeearner.team.address.line4 | Team address line 4 (Text) E.g. Greater London |
matter.feeearner.team.address.postcode | Team address postcode (Text) E.g. SW1A 1AA |
matter.feeearner.team.address.city | Team address city (Text) Alias for line 3. E.g. London |
matter.feeearner.team.address.county | Team address county (Text) Alias for line 4. E.g. Greater London |
matter.feeearner.team.address.shortaddress | Team address short address (Text) Line 1, Line 2, Postcode. E.g. 1 High Street, Westminster, SW1A 1AA |
matter.feeearner.team.address.singleline | Team address single line (Text) Comma separated address on one line. E.g. 1 High Street, Westminster, London, Greater London, SW1A 1AA |
matter.feeearner.signature | Signature (Image) The fee earner’s signature image can only be used in Word document templates. E.g. [ImageData] |
Assistants
Section titled “Assistants”Up to three assistants on the matter. Each has the same markers, numbered 1 to 3: matter.assistant.1.fullname, matter.assistant.2.fullname and so on. The table shows the first.
| Marker | What it gives you |
|---|---|
matter.assistant.1.guid | ID (Text) E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
matter.assistant.1.forename | Forename (Text) E.g. John |
matter.assistant.1.middlename | Middle Name (Text) |
matter.assistant.1.surname | Surname (Text) E.g. Connor |
matter.assistant.1.fullname | Full Name (Text) The assistant’s forename, middle name and surname. E.g. John Connor |
matter.assistant.1.initials | Initials (Text) Middle-name initials are included when the assistant has a middle name set. E.g. JC |
matter.assistant.1.email | Email (Text) E.g. john.connor@example.com |
matter.assistant.1.phone | Phone Number (Text) E.g. 0123456789 |
matter.assistant.1.position | Position (Text) E.g. Paralegal |
matter.assistant.1.team.name | Team (Text) E.g. Conveyancing |
Primary Client
Section titled “Primary Client”The matter’s primary client. Their correspondence address starts matter.primaryclient.correspondence.address; see Addresses.
| Marker | What it gives you |
|---|---|
matter.primaryclient.contactguid | Contact ID (Text) A unique contact identifier. E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
matter.primaryclient.forename | Forename (Text) The primary client’s forename. E.g. Harry |
matter.primaryclient.middlename | Middle Name (Text) The primary client’s middle name. E.g. Renquist |
matter.primaryclient.surname | Surname (Text) The primary client’s surname. E.g. Tasker |
matter.primaryclient.fullname | Full Name (Text) The primary client’s forename, middle name and surname. E.g. Harry Renquist Tasker |
matter.primaryclient.email | Email (Email) The primary client’s email address. E.g. harry.tasker@example.com |
matter.primaryclient.phone | Phone (Phone) The primary client’s phone number. E.g. +44 20 7946 0000 |
matter.primaryclient.organisation | Organisation (Text) The organisation the primary client belongs to. E.g. Acme Ltd |
matter.primaryclient.forenameInitials | Forename Initials (Text) E.g. H |
matter.primaryclient.surnameInitials | Surname Initials (Text) E.g. T |
Stakeholders
Section titled “Stakeholders”Every other person on the matter is reached through stakeholder markers. These depend on the stakeholder groups set up on your matter templates, so the pattern is the same for every organisation even though the names differ.
By stakeholder group
Section titled “By stakeholder group”stakeholder.<group> reaches the people in one of the matter template’s stakeholder groups, such as Buyer or Purchaser’s Solicitor. The group’s name is written in lower case, keeping only the letters a to z: Buyer’s Solicitor becomes buyerssolicitor, and any digits are dropped too.
By stakeholder type
Section titled “By stakeholder type”stakeholder._<type>, with an underscore, reaches every stakeholder of one type, whichever group they’re in. For example, stakeholder._lawyer covers the lawyers from every lawyer group on the matter.
| Type | Marker |
|---|---|
| Client | stakeholder._client |
| Estate Agent | stakeholder._estateagent |
| Lawyer | stakeholder._lawyer |
| Mortgage Broker | stakeholder._mortgagebroker |
| Mortgage Lender | stakeholder._lender |
| Otherside Client | stakeholder._othersideclient |
| Other | stakeholder._other |
The whole group
Section titled “The whole group”These work for a group or a type:
| Marker | What it gives you | Example |
|---|---|---|
stakeholder.client.list | Everyone’s full names | Harry Renquist Tasker and Helen Tasker |
stakeholder.client.forenameList | Everyone’s forenames | Harry and Helen |
stakeholder.client.surnamelist | Everyone’s surnames | Tasker and Tasker |
stakeholder.client.count | How many there are | 2 |
One person
Section titled “One person”Add the person’s position, starting from 1, then the detail you want. The data marker list offers positions 1 to 4:
| Marker | What it gives you | Example |
|---|---|---|
stakeholder.client.1.forename | Forename | Harry |
stakeholder.client.1.middlename | Middle name | Renquist |
stakeholder.client.1.surname | Surname | Tasker |
stakeholder.client.1.fullname | Forename, middle name and surname | Harry Renquist Tasker |
stakeholder.client.1.forenameInitials | Initial of the forename | H |
stakeholder.client.1.surnameInitials | Initial of the surname | T |
stakeholder.client.1.email | Email address | harry.tasker@example.com |
stakeholder.client.1.phone | Phone number | +44 20 7946 0000 |
stakeholder.client.1.organisation | Organisation | Acme Ltd |
stakeholder.client.1.contactguid | A unique contact identifier | d290f1ee-6c54-4b01-90e6-d701748f0851 |
Their correspondence address starts stakeholder.client.1.correspondence.address, from the Correspondence contact fields. See Addresses.
Recipient
Section titled “Recipient”The stakeholder the email, SMS or document is produced for, such as the person an automatic update or a document-sharing email goes to. When it isn’t produced for a particular stakeholder, these markers are blank, except that recipient.isClient and matter.hasDocuments give No and recipient.matterlink gives the ordinary link to the matter. The recipient’s correspondence address starts recipient.correspondence.address.
| Marker | What it gives you |
|---|---|
recipient.contactguid | Contact ID (Text) A unique contact identifier. E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
recipient.lastupdated | Last Updated (Date & Time) When InTouch last emailed the recipient about this matter, by automatic update or any other matter email. In an email to the recipient, it’s the time of that email. E.g. 2025-01-02T03:04:05Z |
recipient.forename | Forename (Text) E.g. Harry |
recipient.isClient | Is Recipient a Client? (Text) A flag to indicate if this recipient is a client. E.g. Yes |
recipient.middlename | Middle Name (Text) E.g. Renquist |
recipient.type | Recipient Stakeholder Type (Text) A value to indicate what kind of recipient it is. E.g. Client |
matter.hasDocuments | Matter has documents (Text) Flag to indicate if this matter any documents associated with it, that are visible to the recipient. E.g. Yes |
recipient.surname | Surname (Text) E.g. Tasker |
recipient.fullname | Full Name (Text) E.g. Harry Renquist Tasker |
recipient.email | Email (Email) E.g. harry.tasker@example.com |
recipient.phone | Phone (Phone) E.g. +44 20 7946 0000 |
recipient.organisation | Organisation (Text) E.g. Acme Ltd |
recipient.forenameInitials | Forename Initials (Text) E.g. H |
recipient.surnameInitials | Surname Initials (Text) E.g. T |
recipient.matterlink | Recipient Matter URL (Text) A URL to their matter. E.g. https://app.example/matter/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
Sender
Section titled “Sender”Only in an email signature: the person the signature belongs to, who the email is sent from. Current User is whoever writes the email, so the two differ only when a colleague writes one and sends it as someone else. Unlike Current User, Sender is filled in for automated emails as well. It’s blank outside an email signature.
| Marker | What it gives you |
|---|---|
sender.guid | ID (Text) E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
sender.forename | Forename (Text) E.g. Sarah |
sender.middlename | Middle Name (Text) |
sender.surname | Surname (Text) E.g. Connor |
sender.fullname | Full Name (Text) E.g. Sarah Connor |
sender.initials | Initials (Text) E.g. SC |
sender.email | Email (Text) E.g. sarah.connor@example.com |
Current User
Section titled “Current User”The member of staff using InTouch when the document or email is produced. It’s only available for actions a signed-in person starts, so it’s blank in automated emails.
| Marker | What it gives you |
|---|---|
currentuser.guid | ID (Text) E.g. d290f1ee-6c54-4b01-90e6-d701748f0851 |
currentuser.forename | Forename (Text) E.g. Sarah |
currentuser.middlename | Middle Name (Text) |
currentuser.surname | Surname (Text) E.g. Connor |
currentuser.fullname | Full Name (Text) E.g. Sarah Connor |
currentuser.initials | Initials (Text) E.g. SC |
currentuser.email | Email (Text) E.g. sarah.connor@example.com |