Adding a new matter

There are two ways to open a Matter on InTouch:

From a matter template

  1. Navigate to the InTouch homepage
Select the InTouch logo in the top left corner or the 'Matters' tab in the left side bar.
  1. Select + Matter
  2. Choose to create a matter From Template
  3. Select the relevant matter template
  4. 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.
  5. 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.

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