Exporting a matter

You have the ability to export individual Matters at any time.

  1. Within a Matter, select the Settings cog
  2. Click 'Export Matter'
  3. Confirm the Export

All documents, emails & information will be compressed into a Zip file.

The zip file will be:

  • Emailed to the InTouch user
  • Attached back to the matter under the Docs/Email tab
When using the new Folder UI the zip file will be stored under the ‘Folder’ tab of the matter.
You will need to be logged in to your InTouch account to access the final export. If you require access to this outside of InTouch, please download and store this externally.
All “closed” matters (completed, archived and aborted) are stored on InTouch for 6 years from the "closed" date (when it was completed or aborted). Upon the 7th year, we will contact you letting you know which matters need exporting from InTouch. There will be the facility to export on mass at that time.

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