Introduction

Once you’re comfortable with the basics, this section collects the optional features that help you and your team get more out of InTouch — automating repetitive work, keeping colleagues in the loop, and adding a professional finish to your documents and matters.

Each feature stands alone, so dip into whichever is useful. The articles are grouped below by what they help you do.

Notifications and review

• Managing alarms — set a manual reminder on a matter for a chosen date.
• Assigning files for review — alert team members to items that need checking.
• Mentions — notify colleagues directly from a matter.
• Traffic lights — flag tasks that need reviewing at a glance.

Organising a matter

• Labels — colour-coded tags for grouping files on a matter.
• Creating links — link to external sites or forms from your email templates.

Documents and e-signatures

• Adding signatures to documents — include your signature automatically on generated documents.
• Esignatures – Documents — send documents to stakeholders to sign electronically.
• Esignatures – Forms — capture signatures within an InTouch form.

Automating your workflow

• Conditional tasks — include or exclude tasks based on answers given when a matter is opened.
• Not applicable tasks — remove irrelevant tasks from a matter’s workflow.
• Setting future dates — calculate and save a date relative to another date on the matter.
• Extracting data — pull information out of files and emails and save it to the matter.

Time, AI, and branding

• Time recording — record time spent against a matter.
• AI Assist — get AI help with matter tasks.
• White labelling — apply your own branding to specific matters.