Matter overview
Matters have two distinct sections:
- Matter details on the left
- Matter actions on the right
Matter details
The left hand side of a matter displays information on:
- The matter state
- The matter ITR code
- Pinned custom fields
- Linked mattersA matter is automatically linked if it has the same primary stakeholder.Only matters in a Lead, Open or Completed state will be linked.
- The matter address
- The stakeholders involved in the transaction, categorised by type
- The matter Fee Earner
Matter Actions
Settings
The settings cog on the right hand side of the matter allows you to:
- Edit Reference - Update the reference of the matter
- Edit Sticky Note - Add or edit a note which will be pinned to the top of the matter
- Add Alarm - Manually add an alarm to the matter
- Place on hold - Temporarily pause any alerts for the matter
- Add Task - Create a new task to be added to the matter
- Re-order Tasks - Change the order of the tasks on the matter
- Reset Tasks - Revert back to the original task list of the matter
- Change Matter Template - Change the template of the matter
- Export Matter - Export the data and files saved to the matter
- Lock to Fee Earner's Team - Restrict access to the matter to those that belong to the Fee Earner's teamThis requires the relevant staff permissions to be applied.
Tasks
The Tasks tab displays a list of tasks associated with the matter.
Folder
The Folder tab allows you to create, manage and view correspondence related to the transaction. This includes:
- Documents
- Emails
- SMS Messages
- Forms
- Notes
- Phone Calls
Data
The Data tab stores any information collected throughout the transaction.
This information can be reported on and automatically recalled in templates!
The following tabs may not be available on your matters. To configure the tabs available, please visit your Matter Template settings.
Chain
The chain tab provides an area to record and monitor the matter's chain progression.
Services
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.
Accounts
The Accounts tab provides access to the matter's client accounting.
Not all InTouch packages have access to this functionality. For further information, please contact support@intouch.cloud.
For further guidance on the different tabs available within a matter, watch our short training video!
