To create a new matter template, click > ‘Settings’.

InTouch Settings button

Click > ‘Matter Templates’.

InTouch Matter Templates

Click > ’+ Matter Template’.

InTouch Matter Templates

Input the ‘Name’ of the matter template.

Please note: If you were to give the matter template the same name as an existing one on the system, a box will appear in the right-hand screen asking you to give the matter template an alternative name.

If necessary, input data into the ‘Custom Data’, ‘Stakeholders’ and ‘Tasks’ subheadings.

When the template is complete, click > ‘Save’.

InTouch Matter Templates