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:

• The primary stakeholder’s:
  • Forename
  • Surname
  • Organisation name
  • Email address
  • Phone number
• 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:
4. State: Current state of the matter
5. Client: Name of the primary stakeholder
6. Reference: Reference of the matter
7. Address: Address of the matter
8. Created: Date and time the matter was created
9. Last Action: Date and time of the last action on the matter
10. Percentage Completed: The matter’s current completion percentage
11. Warnings: Any traffic lights raised on the matter
12. Alarms: The date of the next alarm on the matter
13. Next: The next action due on the the matter (a combination of traffic lights, alarms and next tasks)
14. Fee Earner: Name of the Fee Earner assigned to the matter
15. 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.