Once you have set up related matter types, you can relate matters to each other. For matters that have related types, a link appears in the header section of the matter, which you can click to establish the relationship. You can choose to relate an existing matter or create a new one and relate it to the current matter.
Once the matter is related, you will be able to access it either from the same link in the global toolbar or using the Related Actions panel on the matter Overview page (if you have enabled it for this Matter Type and System Role).
NOTE: One advantage of relating matters to each other is that you can configure the relationship to allow you to see the file notes and tasks of all related matters in a single list. To do this, open one of the related matters, view the File Notes or Tasks menu icon and click Include Related Matters, as shown below.
Related Articles
- Setting Up Related Matter Types (Admin)
- Matter Screen Overview
- Edit Workflow Step Screen - Related Matters
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