Stakeholders

A Stakeholder is a party/person/company invested in the Matter. A limitless number of Stakeholders can be created in a Matter Template. However, common Stakeholders include;

  • Purchaser
  • Vendor
  • Estate Agent
  • Other Side Solicitor
  • Mortgage Lender
  • Giftor/Donor

Each Stakeholder accesses the Matter from their own InTouch portal. As you are able to specify the visibilty of tasks, documents and emails, the Matter will appear differently to each Stakeholder.

Accessing Stakeholders Within a Matter Template

To access Stakeholders, enter Settings, then click Matter Templates, then click Edit on the relevant Matter Template, then enter the Stakeholders tab.

Still need help? Contact Us Contact Us