Go to Settings > Matter Templates > Purchase > Edit to ask additional questions when opening a new matter.

InTouch conveyancing software, add data to new clients

Here you can use the questions already in InTouch, or add your own.

Make sure you tick the “Ask for this when matter is opened” tick box, for this question to be asked when you open any future matters.

InTouch conveyancing software, adding data

This question will then be asked, under the heading additional questions, the next time you open a new matter.