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InTouch is a case management system that's laser-focused on doing one thing really, really well; managing property transactions. And since property transactions are complicated and come in all shapes…
Here you can find a list of terms specific to InTouch. Select the name of a term to open the relevant help file. Calculations Formulas used to calculate values. The results can be displayed in docume…
The InTouch homepage provides a single place to manage and create your matters. To reach the InTouch home page you can either: Select ' Matters ' in the left hand toolbar. Select the InTouch logo in…
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 c…
A stakeholder is a person or company invested in a matter. Common stakeholders include: Purchasers. Vendors. Estate Agents. Otherside Solicitors. Mortgage Lenders. Giftors. Each stakeholder can acces…
The InTouch calendar displays the alarms and key dates set within your InTouch matters. Only entries on matters of a Lead, Open or Completed state will be included. To access the InTouch calendar, se…
