Automatic matter references

Each matter has it’s own unique reference. You can either enter these manually when a matter is created, or set up a system wide convention to reference your matters automatically.

Automatically Referencing Matters

InTouch provides a default matter reference convention of the below:

{{matter.feeEarner.initials}}/{{matter.template.initials}}/{{matter.primaryClient.surname}}-{{matter.primaryClient.forenameInitials}\

This means if the fee earner was “Sarah Connor”, the matter was a “Purchase”, and the primary client was “Harry Renquist Tasker”, the matter reference would output as SC/P/Tasker-HR.

To set up your own automatic matter reference:

1. Navigate to Settings > Organisation settings > Advanced
2. Under Matter Reference Convention enter the desired text

Tip

Make use of data markers and data helpers to automatically input custom matter or stakeholder information into your matter references.