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. Choose the data set to be used
      A data set determines the data markers that are available to save information to. For guidance on creating or editing datasets please see this help document.
    4. Upload the document you wish to extract data from
      This can be a PDF or Word file.
  4. Create Matter
  5. To manually extract the data:
    1. From the file on the right, copy the required information into the data fields on the left
      The data markers are ordered by matter fields fields followed by contact fields.
      1. The affect these changes have on the matter/contact field will be shown as follows:
        1. Fields highlighted in blue - new data will be added
        2. Fields highlighted in yellow - existing data will be changed
        3. Fields highlighted in red - existing data will be removed
        Revert any changes by selecting the existing data in the left hand column or reset the whole group by using the circular arrow in the top right hand corner.
    2. To add a new stakeholder:
      1. Select '+' next to the relevant group i.e. purchaser, giftor, otherside solicitor
      2. Search to add an existing contact or 'Create New'
        Select 'X' next to a stakeholder to remove them from the matter.
    3. Create Matter
  6. To automatically extract the data:
    1. Select AI Extract
      There is a limit to how many automatic extractions each user can complete each month. If you would like to discuss this limit, please contact support@intouch.cloud.
      AI isn't always correct. Please ensure you double check all changes before saving.
    2. Any contacts located within the document will be available to add as a new matter stakeholder:
      1. Choose the relevant group they should be added to i.e. purchaser, giftor, otherside solicitor
      2. Select an existing contact or 'Create New'
      3. Continue
    3. Any data located within the file will be automatically extracted to the relevant fields
      The data markers are ordered by matter fields fields followed by contact fields.
      1. The extracted data points will be highlighted within the file on the right.
      2. The affect these changes have on the matter/contact field will be shown as follows:
        1. Fields highlighted in blue - new data will be added
        2. Fields highlighted in yellow - existing data will be changed
        3. Fields highlighted in red - existing data will be removed
        Revert any changes by selecting the existing data in the left hand column or reset the whole group by using the circular arrow in the top right hand corner.
    4. To add a new stakeholder:
      1. Select '+' next to the relevant group i.e. purchaser, giftor, otherside solicitor
      2. Search to add an existing contact or Create New
        Select 'X' next to a stakeholder to remove them from the matter.
    5. Create Matter

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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