Ordering third party services
Third party services allow you to order from an integrated provider directly from your matter on InTouch.
These can can be accessed on a matter in 2 ways:
- From a taskThis requires a Search task to be embedded into the matter's task list.
- From the Services tab
From a task
- Within a matter, select the Order Searches link within the relevant task on the workflow
- This will take you to the Services tab of the matterIf this tab is not available, it may need to be activated within your matter template.
- Select the provider you would like to place an order with
- You will be directed to their ordering page
- Place the required order
From the Services tab
- Within a matter, select the Services tabIf this tab is not available, it may need to be activated within your matter template.
- Follow steps 3-5 above
Actions
Once an order has been placed on a matter an audit trail will be stored within the Transactions tab.
The Actions menu to the right hand side of an order allows you to:
- Abort: Cancel the order with the third party providerThis will only be available if the order is still open.
- Cancel Ongoing Monitoring: Remove ongoing monitoring from an order placed with Thirdfort
- Create Receivable: Raise a receivable for the cost of the orderThis is only available to those using the InTouch accounts package. For further information, please contact support@intouch.cloud.You can also configure your searches to automatically create receivables.
When an order completes:
- The status will update accordingly
- Any associated documents are saved to the matter
- The matter's Fee Earner will be notified via email