Matter states
Within InTouch a matter can be one of 7 different states:
Lead
The matter is not yet confirmed.
When creating a new matter, you will be asked whether it should be set as lead or open.
Open
The matter is actively being worked on.
Completed
The transaction has concluded from a client's perspective i.e. at completion or settlement date, but there is still work that's required at your end.
Closed
The matter has fully concluded.
Archived
The matter has fully concluded and is being stored for record keeping purposes.
Aborted
The matter has been cancelled. The user will be prompted to provide a reason for this.
Deleted
The matter is no longer required.
The matter will be placed in a "Trash Can" and permanently deleted from InTouch after 31 days.
To restore a deleted matter, within the InTouch homepage change the state filter to 'Trash Can' and select the matter to be restored.
Changing matter state
A matter's state can be changed manually or automatically:
Manually
- Navigate to the matter
- Select the Current State drop down menu on the left hand side
- Choose the appropriate State
- If choosing Aborted, provide a reason for aborting the matter
Automatically
A matter's state can be automatically changed through the completion of a task. To configure this:
- Navigate to the Matter Template
- Select Tasks
- Either Add a new task or select Edit on an existing task
- Navigate to the "When this task completes" section and choose the appropriate action
- Convert to "Open" once instructions have been received
- Convert to "Completed" once completion or settlement has been reached
- Convert to "Closed" once all post completion tasks have been actioned
