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How stakeholder's use the InTouch portal

The InTouch portal can be used by your stakeholders to follow their transaction’s progress.

There are 2 different types of portal available: the Web or Mobile App.

Creating an account

Section titled “Creating an account”

A stakeholder can create an InTouch account in two ways:

Using either of these methods, the stakeholder will be asked to set their account password and agree to InTouch’s terms of service.

They then have access to use the InTouch portal moving forwards.

Accessing their matter

Section titled “Accessing their matter”

To access a matter within the stakeholder portal, select Properties from the lefthand side menu and choose the transaction from the list provided.

Viewing updates

Section titled “Viewing updates”

Within a matter, the stakeholder has access to:

  • A percentage ring, which shows how far away the property is from completion
  • Stakeholder information that has been set as visible within the matter template
  • Your organisation’s information, including the fee earner’s name and email address
  • A bespoke copy of your task list and the task’s completion status
  • A copy of any notes added to the tasks on the matter
  • A copy of any documents that have been shared with them

Sharing documents

Section titled “Sharing documents”

Stakeholders can add documents to the portal, and these will automatically attach to your matter’s Folder tab.

To share a document within the portal, navigate to the matter and within the document section select ‘Upload’ and find the file on the device.

Security

Section titled “Security”

To access the security settings within the portal, select Security in the bottom lefthand corner.

Here, the stakeholder has the ability to:

  • Manage their account’s password
    Select ‘Change’ in the top right hand corner to amend the password associated with the portal account.
  • Manage their account’s Two-Step Authentication
    Choose to activate App based two-step authentication.
  • Manage their account’s Active Sessions
    Active sessions are the different applications that are currently signed into the InTouch account.
    They can force sign out of these sessions at any time by selecting Sign Out next to the individual session or Sign Out All.
  • Manage their account’s Trusted Devices
    A trusted device is one that has signed into InTouch previously with the Trusted Device checkbox ticked.
    These devices are remembered for 30 days, and do not require Two-Step authentication within that time.
    A trusted device can be removed by selecting Forget next to the individual device or Forget All.
  • View their account’s log in history
    The log in history provides an audit trail of the attempted sign-in’s to the InTouch account.