Locking matters


Locking a matter can restrict other users from being able to access the case.

Great for when you are acting on both sides of a transaction.

The users that will be unable to access the matter depends on the permissions applied to their staff profile.

The following permissions are available:

  • Restrict a user from being able to access any matters assigned to a different team on InTouch
  • Restrict a user from being able to access any locked matters assigned to a different team on InTouch

To lock a matter

  1. Select the settings cog in the top right hand corner of the matter
  2. Select Lock to Fee Earner's Team

The matter will now be locked to the users with the relevant permissions applied.

Users with the permission "Can view locked matters in another team" will still be able to access the case.

To unlock a matter

  1. Visit the matter
  2. Select Unlock in the blue notification in the left hand corner
Only users with the permission "Can unlock matters in my team" or "Can unlock matters in any team" will have the ability to unlock matters.
Notes
  • All users will still be able to upload files to a locked matter through the Word plugin
  • All users will still be able to upload emails to a locked matter through the Outlook plugin
  • Users will not be able to view or select files from a matter that is locked to them when sending emails via the Outlook plugin
  • If a user has the setting "Include alarms & traffic lights from my organisation" turned on in their Daily Summary email, this will exclude any matters that are locked to them
  • All users will still be able to transfer client money to a locked file
  • Users can still access information on locked matters through the InTouch reporting suite

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