Using the stakeholder portal
The InTouch portal can be used by your stakeholders to follow their transaction's progress and complete various tasks.
There are 2 different types of portal available: the Web or Mobile App.
Inviting stakeholders to the portal
If a stakeholder is configured to receive the Automatic Update Email, the first time a visible task on the matter is marked as complete, the Automatic Welcome Email will be sent which contains a link to access the portal.
Providing updates
The InTouch portal provides the stakeholder with a bespoke copy of your task list.
The tasks that are visible to them are configured within your matter template.
Each time these tasks are ticked from your matter, the portal is updated to show that they are now complete.
Sending notes
Send quick updates to your stakeholders by adding notes to the tasks on your matter.
These notes will be available for the stakeholder to view within the task list on their portal.
To add a new note to a task, select '+ Note' under the relevant task and enter the details.
Sharing Files
Share files with your stakeholders through the InTouch portal.
These are then available for the stakeholder to download and view at their side.
To share a file, select the visibility icon next to the file which will be labelled either Private or Shared and choose the relevant stakeholder type you would like to share the document with.
