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.

InTouch Quote calculators

Click > ‘Save’.