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A Matter is a property transaction. They are sometimes termed cases or properties , but within the InTouch system they are known as Matters. When a new matter is opened, a pre-built workflow is creat…
Matter Templates allow you to create a set of pre-configured actions and details which are loaded by default when you create a new Matter. By creating a new Matter Template , you can: Build a bespoke…
Custom fields are data markers specific to your matter template. Information collected throughout a transaction can be saved back to these Custom Fields. They can then be used in document and email t…
Stakeholders are anyone you might interact with on a matter. For example: Client. Otherside Solicitor. Estate Agent. Adding Stakeholders to your Matter Templates allows you to: Keep your contacts org…
There are two types of Tasks: Milestone tasks : can be used to record key milestones which are available to view in the Stakeholder Portal. Child tasks : can be used to record sub-tasks and trigger a…
There are a number of configurable settings within the Advanced tab of a matter template. The options available will depend on which InTouch package you use. Please contact support@intouch.cloud to d…
