Adding a new matter

There are three ways to open a matter on InTouch:

From a matter template

  1. Navigate to the InTouch homepage
  2. Select + Matter
  3. Choose to create a matter From Template
  4. Select the relevant matter template
  5. Complete the required fields:
    1. Provide a reference
      If this field is not available, the matter reference will generate automatically.
    2. Choose the Fee Earner the matter should be assigned to
    3. Add the stakeholders involved in the transaction under the relevant group
      1. Search to see if the contact already exists within InTouch
      2. Create a new contact by filling in the required fields
      You can add or edit stakeholders on a matter at any point.
    4. Input the matter address
    5. Complete any additional questions
    The questions presented here are defined on your Matter Template.
    1. Choose whether the matter state should be a Lead. If left blank, the matter will be set to Open.
  6. Create Matter

From a form

  1. Navigate to the InTouch homepage
  2. Select + Matter
  3. Choose to create a matter From Form
  4. Select the form you wish to use
The form needs to be configured to create new matters.
  1. Complete the required fields
  2. Submit the form

A matter will be created with the details entered into the form saved within it.

All matters created via a form will be set as Leads.

From a document

  1. Navigate to the InTouch homepage
  2. Select + Matter
  3. Choose to create a matter From Document
    1. Select the relevant matter template
    2. Choose the Fee Earner the matter should be assigned to
    3. Upload the document you wish to extract data from
      This can be a PDF or Word file.
  4. Create Matter
  5. Select the Dataset to be used
    A dataset determines the data markers that are available to add information to. For guidance on creating or editing datasets please see this help document.
    1. Transfer data from the document into the relevant fields
    2. Select a stakeholder group to add a new contact to the matter
      Search for an existing contact or create a new one.
  6. Save

A matter will be created with the data extracted from the document saved within it.

All matters created via a document will be set as Leads.

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