Home page overview

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 the top left corner

Tip

Start using our new homepage for greater data accessibility and more powerful filters. Just select ‘Try the new view’.

Don’t worry, you can still return to the legacy homepage at any time.

Creating a new matter

To open a new matter, select ’+ Matter’ in the left hand corner of the InTouch home page.

Searching for existing matters

The search bar allows you to search for existing matters by:

• Any stakeholder’s:
  • Forename
  • Surname
  • Organisation name
  • Email address
  • Phone number: type at least its first nine digits, using only digits and spaces. Typed in the usual national form, such as 07700 900123 or 0412 345 678, it also finds the number saved with a country code (+44, 0044 or +61), brackets or spaces, and a mobile number saved without its leading 0
• The matter address
• The matter reference
• The matter ITR code
• The matter GUID

Tip

Use the drop down arrow to the left of the search bar to find matters using custom information. Your 10 most recent searches will be remembered.

Filters

Make use of filters to restrict the matters that are displayed. Choose to filter by:

1. Fee Earner: Matters assigned to a specific team or Fee Earner
2. Matters: A specific matter template
3. State: A specific matter state

Tip

To customise the order in which your matters are displayed, click the relevant header to order matters by that data type.

Further Configuration

Select the ‘Options’ cog in the right hand corner to customise your home page further:

1. Matters per page: Choose the numbers of matters displayed on each page
2. Selected Matter tab: Change the area of a matter you’re directed to when opened
3. Columns: Select what matter information is displayed on your homepage:
   1. State: Current state of the matter
   2. Client: Name of the primary stakeholder
   3. Reference: Reference of the matter
   4. Address: Address of the matter
   5. Created: Date and time the matter was created
   6. Last Action: Date and time of the last action on the matter
   7. Percentage Completed: The matter’s current completion percentage
   8. Warnings: Any traffic lights raised on the matter
   9. Alarms: The date of the next alarm on the matter
   10. Next: The next action due on the the matter (a combination of traffic lights, alarms and next tasks)
   11. Fee Earner: Name of the Fee Earner assigned to the matter
   12. Organisation: Organisation name of the primary stakeholder

   Tip

   Tailor your home page by choosing the options you need to effectively manage your matters. These settings are personal to your account.