URL linking

There are 2 ways to link your InTouch matters from external systems:

  • Copy the URL when viewing a matter
  • Have a unique URL that works from your matter's reference
Unique URLs

Having a URL that works using a matters reference can be helpful when you use a separate accounting package to InTouch.

For example, your matter reference may be created in your accounts software, which is then copied to InTouch. You can then link directly to InTouch from your accounts package with a Hyperlink field.

The convention for this link is: {{InTouch URL}}/matter?reference={{reference}}

To find a URL for a specific matter:

  1. Navigate to the matter
  2. Click on the Settings Cog
  3. Select 'Edit Reference'
  4. Copy the URL provided

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