Adding a new matter
There are three ways to open a Matter on InTouch:
- From a matter template
- From a form
- From a document
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.
From a document
- Navigate to the InTouch homepage
- Select + Matter
- Choose to create a matter From Document
- Select the relevant matter template
- Choose the Fee Earner the matter should be assigned to
- Upload the document you wish to extract data fromThis can be a PDF or Word file.
- Create Matter
- Select the Dataset to be usedA dataset determines the data markers that are available to add information to. For guidance on creating or editing datasets please see this help document.
- Transfer data from the document into the relevant fields
- Select a stakeholder group to add a new contact to the matterSearch for an existing contact or create a new one.
- Save
A matter will be created with the data extracted from the document saved within it.