Creating new contacts


New Stakeholder Contacts can be created:

  • Within a Matter
  • From the Contacts database

Creating a new contact on a matter

  1. Select + next to the name of the relevant Stakeholder type
  2. Create New
  3. Enter the relevant contact information
  4. Save
If their name, email address or organisation name match any existing entries within your Contacts list, they will be presented as a suggestion and can be selected.

Creating a new contact from the contacts database

  1. Navigate to Settings > Contacts
  2. Select '+ Add'
  3. Enter the relevant contact information
  4. Save
If their name, email address or organisation name match any existing entries within your Contacts list, they will be presented as a suggestion and can be selected.

Contact Card Fields

By default, you will be asked to provide the following;

  • Forename
  • Middle Name
  • Surname
  • Email
  • Phone Number
  • Organisation

To add further fields to this list create additional Contact Field Definitions.

Additional Fields
  • Notes: to add and display notes on the Stakeholder.
    The Stakeholder cannot view these notes.
  • Matters: contains a list of Matters the Stakeholder is linked with.
  • Activity: records when the Stakeholder last accessed their InTouch Portal.
  • Shared Forms: displays any forms shared with the Stakeholder
    This section is only applicable if you have the custom mobile app.
  • Documents: a place to upload/store any documents relating to the Stakeholder.
    When exporting a Contact Card's data, the .zip file will be saved here.
  • Xero Contact: a place to link your contact with Xero.
    This section is only applicable if you are using the accounts functionality

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