Automatic matter references

Each matter has it's own unique reference. You can either enter these manually when a matter is created, or set up a system wide convention to reference your matters automatically.

Automatically Referencing Matters

InTouch provides a default matter reference convention of the below:


This means if the fee earner was "Joe Bloggs", the matter was a "Purchase", and the primary client was "John David Smith", the matter reference would output as JB/P/Smith-JD.

To set up your own automatic matter reference:

  1. Navigate to Settings > Organisation settings > Advanced
  2. Under Matter Reference Convention enter the desired text
Make use of data markers and data helpers to automatically input custom matter or stakeholder information into your matter references.

<< Previous      Next >>
Powered by HelpDocs (opens in a new tab)