Ordering third party services

The Services tab of a matter allows you to order from an integrated provider directly from your matter on InTouch.

This can can be accessed on a matter in 2 ways:

• From a task

Note

This requires a Search task to be embedded into the matter’s task list.

• From the Services tab

From a task

1. Within a matter, select the Order Searches link within the relevant task on the workflow
2. This will take you to the Services tab of the matter

Note

If this tab is not available, it may need to be activated within your matter template.

3. Select the provider you would like to place an order with
4. You will be directed to their ordering page
5. Place the required order

From the Services tab

1. Within a matter, select the Services tab

Note

If this tab is not available, it may need to be activated within your matter template.

2. Follow steps 3-5 above

Actions

Once an order has been placed on a matter an audit trail will be stored within the Transactions tab.

Tip

Each order will have a record of its current status (open / completed).

The Actions menu to the right hand side of an order allows you to:

• Abort: Cancel the order with the third party provider

Note

This will only be available if the order is still open.

• Cancel Ongoing Monitoring: Remove ongoing monitoring from an order placed with Thirdfort
• Create Receivable: Raise a receivable for the cost of the order

Note

This is only available to those using the InTouch accounts package. For further information, please contact support@intouch.cloud.

Tip

You can also configure your searches to automatically create receivables.

When an order completes:

• The status will update accordingly
• Any associated documents are saved to the matter

Note

These documents can be accessed through the Services or Folder tab.

Tip

Choose to automatically share search documentation with your clients, within the advanced tab of your matter template.

• The matter’s Fee Earner will be notified via email

Tip

Choose which notifications are received within your notification settings or override individual notification emails by adding a centralised email address.