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InTouch InTouch Help

Home page overview V2

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

Creating a new matter

Section titled “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

Section titled “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’s address
  • The matter’s reference
  • The matter’s ITR code
  • The matter’s GUID

Filters

Section titled “Filters”

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

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

Further Configuration

Section titled “Further Configuration”

Columns

Section titled “Columns”

Select ‘Columns’ in the right hand corner of the homepage to choose the matter information that is displayed within the homepage.

Options

Section titled “Options”

Select the ‘Options’ cog in the right hand corner of the homepage to customise your homepage 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