When viewing a matter, click > ‘Settings’.

InTouch settings button

Click > ‘Quote Calculators’.

InTouch Quote calculators

Click > ‘Edit’ on the relevant quote calculator.

InTouch Quote calculators

Click > ‘Settings’.

InTouch Quote calculators

Ensure that the ‘When this widget is completed automatically create a matter’ box is ticked.

Below that is a drop-down menu titled: ‘Assign the created matter to this fee earner’.

From this dropdown menu, select the fee earner that you wish to assign to matters created by the quotation calculator.

InTouch Quote calculators

Click > ‘Save’.