Adding a new matter
There are two ways to open a Matter on InTouch:
- From a matter template
- From a form
From a matter template
- Navigate to the InTouch homepage
- Select + Matter
- Choose to create a matter From Template
- Select the relevant matter template
- Complete the required fields:
- Provide a referenceIf this field is not available, the matter reference will generate automatically.
- Choose the Fee Earner the matter should be assigned to
- Add the stakeholders involved in the transaction under the relevant group
- Search to see if the contact already exists within InTouch
- Create a new contact by filling in the required fields
You can add or edit stakeholders on a matter at any point. - Input the matter address
- Complete any additional questions
The questions presented here are defined on your Matter Template.- Choose whether the matter state should be a Lead. If left blank, the matter will be set to Open.
- Provide a reference
- Create Matter
From a form
- Navigate to the InTouch homepage
- Select + Matter
- Choose to create a matter From Form
- Select the form you wish to use
- Complete the required fields
- Submit the form
A matter will be created with the details entered into the form saved within it.