Stakeholder overview


A Stakeholder is a party/person/company invested in the Matter. A limitless number of Stakeholders can be involved in a Matter.

Common Stakeholders include;

  • Purchaser
  • Vendor
  • Estate Agent
  • Other Side Solicitor
  • Mortgage Lender
  • Giftor/Donor

Each Stakeholder accesses the Matter from their own InTouch Portal. You can configure the visibility of specific tasks and documents within the Portal, so each Matter will appear differently to each Stakeholder.

Stakeholder settings are defined on your Matter Templates.

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