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.
- 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
- Change Matter Template - Change the template of the matter
- Export Matter - Export the data and files saved to the matter
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!
Not all InTouch packages have access to the following functionality. For further information, please contact support@intouch.cloud.
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.
