InTouch Help

Getting Started New to InTouch? Start here. Matters Creating, managing, and closing matters. Contacts Managing your contacts and organisations. Staff And Teams Staff permissions, teams, and access. Form Widgets Learn how to create online forms. Templates Building and using document templates. Template Configuration Advanced template configuration. Like A Pro Tips and tricks to get the most from InTouch. Reports Reporting on your firm's activity. Portals Client and staff portal access. My Account Manage your personal account settings. Advanced Organisation Settings In-depth organisation configuration. Client Accounting Client accounting and ledgers. Integrations Connect InTouch with other tools. Api And Webhooks Build on the InTouch API. Troubleshooting Fixes for common issues. Firm Setup Setting up your firm in InTouch. System Information System status and requirements.