The stakeholder Portal
The Portal can be used by Stakeholders to keep up to date on the progress of their matters.
There are 2 different types: the Web Portal and Mobile App.
All Stakeholders can be provided with access to the Portal and it can be configured to their needs.
There are a number of different actions you can take within the Portal:
- Create bespoke task lists
- Provide task descriptions
- Send notes to Stakeholders
- Share files
Inviting Stakeholders to the Portal
Configure which Stakeholder types are able to view their matters within your matter templates.
When a stakeholder is added to a matter, the first time a visible task is completed the Stakeholder will automatically be sent the Welcome email which contains a link to access the Portal.
{{recipient.matterLink}}
is embedded as a link.Creating Bespoke Task Lists
Each Stakeholder type can have their own bespoke task list available to them within a matter.
This can be used to provide updates on relevant aspects of the matters journey.
To create this, edit the task visibility within your matter templates.
Manually changing the visibility of tasks
To manually change the visibility of a task for a Stakeholder on a matter:
- Click on the Settings icon to the right of a task
- Select a Stakeholder type to provide or remove the visibility. Selecting Private will remove the task for all Stakeholders.
Stakeholder Task Descriptions
Each task can have a Stakeholder description assigned to it, which can be used to explain what's involved in that part of the matters journey.
To provide or edit a task description, visit the task within the matter template and edit the 'Stakeholder's description'.
Sending Notes to Stakeholder
You can send quick updates to your Stakeholders by providing a task note on the matter. This syncs to the Stakeholder portal and is available for them to view.
To add a new note to a task, select '+ Note' under the relevant task and enter the details.
Sharing Files
Files can be shared within the Portal between the matter and its Stakeholders.
To provide a stakeholder with access to a file on your matter:
- Navigate to the Folder tab
- Select the visibility icon next to the file which will be labelled either Private or Shared
- Choose the relevant stakeholder type you would like to share the document with
- The document will then be available within their InTouch portal to download
To receive a file from a Stakeholder:
- Within a matter on the Stakeholder Portal there's a 'Document' section
- Select 'Upload' and choose a file from the device
- The file will be uploaded to the Portal
- This will trigger an automatic email to the Fee Earner of the matter containing:
- The Stakeholders name
- The file's name
- A hyperlink to the matter
- The file will be attached to the matter with an amber light for reviewThis provides a secure method of sharing confidential information quickly