You can link one or more matters to another matter and indicate the link type between these linked matters. The data labels for type of matter link can be edited in the Matters tab of the Customization section in Account Administration. Out of the box, the choices for matter links are:
- Master matter
- Sub-matter
- Same Plaintiff
To link a matter:
- Navigate to the Linked Matters tab for the matter (select Matters from the left navigation bar, then click on the quick link for “Linked Matters” for the matter you want to link to).
- Click on the +Linked Matter button
- Find the matter you want to link in the Search Matters field. To confirm that the selected matter is the correct one, select Open to view the details of the selected matter.
- In the Link Type field, select the type of relationship between the matter you are linking and the matter you are linking to. The data labels for matter Link Type can be edited in the Matters tab of the Customization section in Account Administration.
- Repeat the steps above if you want to link more than one matter.
- Hit Save Links when you are done adding matters.
