Related Matters: Linking a Matter with Another Matter

Connect related matters together so your legal team can recognize recurring situations, learn from how similar cases were handled in the past, and ensure a consistent approach across your organization.

✨ Introduction

The Related Matters feature lets you link a matter to one or more other matters within Matter Management. This is especially useful when legal situations are connected — for example, when the same litigation case is being handled before multiple jurisdictions.

By linking matters, you can:

• Quickly recognize when a similar situation has already occurred.
• Learn from how a previous matter was handled.
• Ensure a consistent legal approach across related cases.
• Track and resolve similar or dependent matters together.

Without this feature, teams have to track relationships between matters manually, which can lead to duplicated work, inconsistent decisions, and missed precedents.

☑ Prerequisites / Getting Started

Before you begin, make sure that:

• You have access to the Matter Management module.
• You have the appropriate permissions to view and edit the matters you want to link.
• At least two matters already exist in your workspace — the one you are working on and the one you want to link it to.

☝ Step-by-Step Guide

Follow these steps to link a matter with another matter:

1. Open the matter you want to work on from your matters list.
2. Navigate to the Related Matters section within the matter.
3. Click the option to add a related matter.
4. Search for and select the matter you want to link to the current one.
5. Confirm your selection to create the link.

Once the link is created, both matters are automatically connected to each other. This means you do not need to repeat the process from the second matter — the relationship is visible from both sides.

For a visual reference of the screens involved, see the Related Matters design mockups.

⭐ Tips & Best Practices

• Link early: Create links as soon as you notice a connection between matters so the relationship is never lost.
• Use it for recurring cases: When the same litigation appears across multiple jurisdictions, linking them helps you keep a single, consistent strategy.
• Leverage past knowledge: Before starting work on a new matter, check whether a similar matter is already linked to learn from how it was handled.
• Two-way visibility: Remember that links work both ways, so colleagues working on either matter will always see the connection.

⛔ Limitations & Known Constraints

• This feature currently supports linking matters with other matters only. Linking matters to other content types (such as contracts, legal entities, or meetings) is not yet available.
• Linking related requests is not part of this feature and is handled separately.
• You can only link matters that you have permission to access.

❓ FAQ

If I link Matter A to Matter B, do I also need to link B to A?

No. The link is two-way by design. When you link Matter A to Matter B, Matter B is automatically linked back to Matter A.

Can I link a matter to more than one other matter?

Yes. A matter can be linked to several related matters to reflect all relevant connections.

Can I link a matter to a contract or a company?

Not yet. The current version supports matter-to-matter links only. Connecting matters to other modules may come in a future release.

Will linking matters change anything in the matters themselves?

No. Linking simply creates a relationship for easy reference and navigation. It does not modify the content or status of either matter.

Who can see the links I create?

Colleagues with access to a given matter will be able to see its related matters, helping the whole team stay aligned.