Advanced
There are a number of configurable settings within the Advanced tab of a matter template (Settings > Matters > Select a Template > Advanced).
The options available will depend on which InTouch package you use. Please contact support@intouch.cloud to discuss any missing functionality.
Accounts
- No accounts functionality: The accounts functionality will not be available on matters under this template.
- Invoicing only: Invoicing will be available on matters under this template.
- Ledgers & Invoicing: Ledgers & Invoicing will be available on matters under this template.
Chain View
- Include chain view: Allows you to record, visualise and manage the matter's chain progression.
Time Recording
- Include time recording: Allows you to record & bill for time spent on a matter.
Searches
- Include searches: You will be able to order services from one of our integrated providers.
- Automatically share search documents with clients: Choose whether you'd like search results to automatically be visible in a clients Portal.
