Matter overview

Matters have two distinct sections:

  1. Matter details on the left
  2. Matter actions on the right

Matter details

The left hand side of a matter displays information on:

Matter Actions


The settings cog on the right hand side of the matter allows you to:


The Tasks tab displays a list of tasks associated with the matter.


The Folder tab allows you to create, manage and view correspondence related to the transaction. This includes:


The Data tab stores any information collected throughout the transaction.

This information can be reported on and automatically recalled in templates!
Not all InTouch packages have access to the following functionality. For further information, please contact


The Services tab allows you to create and manage any orders placed with an integrated third party provider.

Time Recording

The Time Recording tab allows you to record time spent on the matter.


The Accounts tab provides access to the matter's client accounting.

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