Templates

People data markers

These markers give details of the people involved: the matter’s Fee Earner and assistants, its clients and other stakeholders, and the person a document or email is sent to or from. For how to read the tables, see Built-in data markers.

Contacts can also hold your organisation’s own custom contact fields. These appear alongside the built-in markers in the data marker list, but they’re specific to your organisation, so they aren’t listed here.

Fee Earner

The matter’s Fee Earner, and the team they belong to. The team’s address starts matter.feeearner.team.address. See Addresses.

Marker	What it gives you
`matter.feeearner.guid`	ID (Text) A unique identifier for the fee earner. E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`matter.feeearner.forename`	Forename (Text) The fee earner’s forename. E.g. `Sarah`
`matter.feeearner.middlename`	Middle Name (Text) The fee earner’s middle name.
`matter.feeearner.surname`	Surname (Text) The fee earner’s surname. E.g. `Connor`
`matter.feeearner.fullname`	Full Name (Text) The fee earner’s forename, middle name and surname. E.g. `Sarah Connor`
`matter.feeearner.initials`	Initials (Text) Middle-name initials are included when the fee earner has a middle name set. E.g. `SC`
`matter.feeearner.email`	Email (Text) The fee earner’s email address. E.g. `sarah.connor@example.com`
`matter.feeearner.phone`	Phone Number (Text) The fee earner’s phone number. E.g. `+44 20 7946 0000`
`matter.feeearner.position`	Position (Text) The fee earner’s position, such as Solicitor. E.g. `Solicitor`
`matter.feeearner.team.name`	Team (Text) The name of the fee earner’s team. E.g. `Conveyancing`
`matter.feeearner.team.dxmail`	Team DX mail address (Text) The DX address of the fee earner’s team. E.g. `DX 12345 London`
`matter.feeearner.team.telephonenumber`	Team Telephone Number (Text) The telephone number of the fee earner’s team. E.g. `+44 20 7946 0000`
`matter.feeearner.team.email`	Team Email Address (Text) The email address of the fee earner’s team. E.g. `team@example.com`
`matter.feeearner.team.faxnumber`	Team Fax Number (Text) The fax number of the fee earner’s team. E.g. `+44 20 7946 0001`
`matter.feeearner.team.address.line1`	Team address line 1 (Text) The first line of the address of the fee earner’s team: street address. E.g. `1 High Street`
`matter.feeearner.team.address.line2`	Team address line 2 (Text) The second line of the address of the fee earner’s team: apartment, suite, unit, building or floor. E.g. `Westminster`
`matter.feeearner.team.address.line3`	Team address line 3 (Text) The third line of the address of the fee earner’s team: town/city. E.g. `London`
`matter.feeearner.team.address.line4`	Team address line 4 (Text) The fourth line of the address of the fee earner’s team: county. E.g. `Greater London`
`matter.feeearner.team.address.postcode`	Team address postcode (Text) The postcode of the address of the fee earner’s team. E.g. `SW1A 1AA`
`matter.feeearner.team.address.city`	Team address city (Text) Alias for line 3. E.g. `London`
`matter.feeearner.team.address.county`	Team address county (Text) Alias for line 4. E.g. `Greater London`
`matter.feeearner.team.address.shortaddress`	Team address short address (Text) Line 1, Line 2, Postcode. E.g. `1 High Street, Westminster, SW1A 1AA`
`matter.feeearner.team.address.singleline`	Team address single line (Text) Comma separated address on one line. E.g. `1 High Street, Westminster, London, Greater London, SW1A 1AA`
`matter.feeearner.signature`	Signature (Image) The fee earner’s signature image can only be used in Word document templates. E.g. `[ImageData]`

Assistants

Up to three assistants on the matter. Each has the same markers, numbered 1 to 3: matter.assistant.1.fullname, matter.assistant.2.fullname and so on. The table shows the first.

Marker	What it gives you
`matter.assistant.1.guid`	ID (Text) A unique identifier for the assistant. E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`matter.assistant.1.forename`	Forename (Text) The assistant’s forename. E.g. `John`
`matter.assistant.1.middlename`	Middle Name (Text) The assistant’s middle name.
`matter.assistant.1.surname`	Surname (Text) The assistant’s surname. E.g. `Connor`
`matter.assistant.1.fullname`	Full Name (Text) The assistant’s forename, middle name and surname. E.g. `John Connor`
`matter.assistant.1.initials`	Initials (Text) Middle-name initials are included when the assistant has a middle name set. E.g. `JC`
`matter.assistant.1.email`	Email (Text) The assistant’s email address. E.g. `john.connor@example.com`
`matter.assistant.1.phone`	Phone Number (Text) The assistant’s phone number. E.g. `0123456789`
`matter.assistant.1.position`	Position (Text) The assistant’s position, such as Paralegal. E.g. `Paralegal`
`matter.assistant.1.team.name`	Team (Text) The name of the assistant’s team. E.g. `Conveyancing`

Primary Client

The matter’s primary client. Their correspondence address starts matter.primaryclient.correspondence.address; see Addresses.

Marker	What it gives you
`matter.primaryclient.contactguid`	Contact ID (Text) A unique contact identifier. E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`matter.primaryclient.forename`	Forename (Text) The primary client’s forename. E.g. `Harry`
`matter.primaryclient.middlename`	Middle Name (Text) The primary client’s middle name. E.g. `Renquist`
`matter.primaryclient.surname`	Surname (Text) The primary client’s surname. E.g. `Tasker`
`matter.primaryclient.fullname`	Full Name (Text) The primary client’s forename, middle name and surname. E.g. `Harry Renquist Tasker`
`matter.primaryclient.displayname`	Display Name (Text) The primary client’s name surname first, or the organisation name, or the email address when the primary client has neither. E.g. `Tasker, Harry Renquist`
`matter.primaryclient.email`	Email (Email) The primary client’s email address. E.g. `harry.tasker@example.com`
`matter.primaryclient.phone`	Phone (Phone) The primary client’s phone number. E.g. `+44 20 7946 0000`
`matter.primaryclient.organisation`	Organisation (Text) The organisation the primary client belongs to. E.g. `Acme Ltd`
`matter.primaryclient.forenameInitials`	Forename Initials (Text) The initials of the primary client’s forename, one letter per word. E.g. `H`
`matter.primaryclient.surnameInitials`	Surname Initials (Text) The initials of the primary client’s surname, one letter per word. E.g. `T`

Stakeholders

Every other person on the matter is reached through stakeholder markers. These depend on the stakeholder groups set up on your matter templates, so the pattern is the same for every organisation even though the names differ.

By stakeholder group

stakeholder.<group> reaches the people in one of the matter template’s stakeholder groups, such as Buyer or Purchaser’s Solicitor. The group’s name is written in lower case, keeping only the letters a to z: Buyer’s Solicitor becomes buyerssolicitor, and any digits are dropped too.

By stakeholder type

stakeholder._<type>, with an underscore, reaches every stakeholder of one type, whichever group they’re in. For example, stakeholder._lawyer covers the lawyers from every lawyer group on the matter.

Type	Marker
Client	`stakeholder._client`
Estate Agent	`stakeholder._estateagent`
Lawyer	`stakeholder._lawyer`
Mortgage Broker	`stakeholder._mortgagebroker`
Mortgage Lender	`stakeholder._lender`
Otherside Client	`stakeholder._othersideclient`
Other	`stakeholder._other`

The whole group

These work for a group or a type:

Marker	What it gives you	Example
`stakeholder.client.list`	Everyone’s full names	Harry Renquist Tasker and Helen Tasker
`stakeholder.client.forenameList`	Everyone’s forenames	Harry and Helen
`stakeholder.client.surnamelist`	Everyone’s surnames	Tasker and Tasker
`stakeholder.client.count`	How many there are	2

One person

Add the person’s position, starting from 1, then the detail you want. The data marker list offers positions 1 to 4:

Marker	What it gives you	Example
`stakeholder.client.1.forename`	Forename	Harry
`stakeholder.client.1.middlename`	Middle name	Renquist
`stakeholder.client.1.surname`	Surname	Tasker
`stakeholder.client.1.fullname`	Forename, middle name and surname; blank for a contact with no name, such as a company	Harry Renquist Tasker
`stakeholder.client.1.displayname`	The name surname first, for a list or table; for a contact with no name, the organisation, or else the email address. Use `fullname` or `forename` in a greeting	Tasker, Harry Renquist
`stakeholder.client.1.forenameInitials`	Initial of the forename	H
`stakeholder.client.1.surnameInitials`	Initial of the surname	T
`stakeholder.client.1.email`	Email address	`harry.tasker@example.com`
`stakeholder.client.1.phone`	Phone number	+44 20 7946 0000
`stakeholder.client.1.organisation`	Organisation	Acme Ltd
`stakeholder.client.1.contactguid`	A unique contact identifier	`d290f1ee-6c54-4b01-90e6-d701748f0851`

Their correspondence address starts stakeholder.client.1.correspondence.address, from the Correspondence contact fields. See Addresses.

Recipient

The stakeholder the email, SMS or document is produced for, such as the person an automatic update or a document-sharing email goes to. When it isn’t produced for a particular stakeholder, these markers are blank, except that recipient.isClient and matter.hasDocuments give No and recipient.matterlink gives the ordinary link to the matter. The recipient’s correspondence address starts recipient.correspondence.address.

Marker	What it gives you
`recipient.contactguid`	Contact ID (Text) A unique contact identifier. E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`recipient.lastupdated`	Last Updated (Date & Time) When InTouch last sent the recipient an automatic update, or a staff member emailed them from this matter. In the automatic update itself, it’s the time of that update. E.g. `2025-01-02T03:04:05Z`
`recipient.forename`	Forename (Text) The recipient’s forename. E.g. `Harry`
`recipient.isClient`	Is Recipient a Client? (Text) A flag to indicate if this recipient is a client. E.g. `Yes`
`recipient.middlename`	Middle Name (Text) The recipient’s middle name. E.g. `Renquist`
`recipient.type`	Recipient Stakeholder Type (Text) A value to indicate what kind of recipient it is. E.g. `Client`
`matter.hasDocuments`	Matter has documents (Text) Flag to indicate if this matter any documents associated with it, that are visible to the recipient. E.g. `Yes`
`recipient.surname`	Surname (Text) The recipient’s surname. E.g. `Tasker`
`recipient.fullname`	Full Name (Text) The recipient’s forename, middle name and surname. E.g. `Harry Renquist Tasker`
`recipient.displayname`	Display Name (Text) The recipient’s name surname first, or the organisation name, or the email address when the recipient has neither. E.g. `Tasker, Harry Renquist`
`recipient.email`	Email (Email) The recipient’s email address. E.g. `harry.tasker@example.com`
`recipient.phone`	Phone (Phone) The recipient’s phone number. E.g. `+44 20 7946 0000`
`recipient.organisation`	Organisation (Text) The organisation the recipient belongs to. E.g. `Acme Ltd`
`recipient.forenameInitials`	Forename Initials (Text) The initials of the recipient’s forename, one letter per word. E.g. `H`
`recipient.surnameInitials`	Surname Initials (Text) The initials of the recipient’s surname, one letter per word. E.g. `T`
`recipient.matterlink`	Recipient Matter URL (Text) A URL to their matter. E.g. `https://app.example/matter/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`

Sender

Only in an email signature: the person the signature belongs to, who the email is sent from. Current User is whoever writes the email, so the two differ only when a colleague writes one and sends it as someone else. Unlike Current User, Sender is filled in for automated emails as well. It’s blank outside an email signature.

Marker	What it gives you
`sender.guid`	ID (Text) E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`sender.forename`	Forename (Text) E.g. `Sarah`
`sender.middlename`	Middle Name (Text)
`sender.surname`	Surname (Text) E.g. `Connor`
`sender.fullname`	Full Name (Text) E.g. `Sarah Connor`
`sender.initials`	Initials (Text) E.g. `SC`
`sender.email`	Email (Text) E.g. `sarah.connor@example.com`

Current User

The member of staff using InTouch when the document or email is produced. It’s only available for actions a signed-in person starts, so it’s blank in automated emails.

Marker	What it gives you
`currentuser.guid`	ID (Text) E.g. `d290f1ee-6c54-4b01-90e6-d701748f0851`
`currentuser.forename`	Forename (Text) E.g. `Sarah`
`currentuser.middlename`	Middle Name (Text)
`currentuser.surname`	Surname (Text) E.g. `Connor`
`currentuser.fullname`	Full Name (Text) E.g. `Sarah Connor`
`currentuser.initials`	Initials (Text) E.g. `SC`
`currentuser.email`	Email (Text) E.g. `sarah.connor@example.com`