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Linking matters with parent and child relationships
Linking matters with parent and child relationships

Parent/child connections enable a clear overview of the link between related matters.

Ben Kidd avatar
Written by Ben Kidd
Updated over a week ago

A legal matter will often derive from an existing primary matter, or will itself have to support sub-matters branching from it. In LawVu these are known as parent matters and child matters. Use the parent/child feature to distinguish a matter's relationship with others clearly.

It is worth noting that despite the link between matters, they are still entirely separate. Child matters do not automatically inherit people named on the parent matter, nor will they inherit any permissions or restrictions placed on the parent matter.

Linking Matters: Step-by-Step Guide

Use the Related Records panel on the right hand side of the matter to link parent and children matters:

You can link new matters by clicking on the Plus "+" icon. The creation form will automatically prepopulate fields with values from the parents.

You can also link to existing parent or children matters with the right access, by clicking on the 'Relate an existing record' link. Begin typing to enable search suggestions.

Note that you can add more than one child matter. A matter can have many branching child matters. However, each child matter can only have a single primary parent matter.

Once linked, clicking on the existing parent/children matter will take you straight to it. Alternatively, if you prefer to view it in a separate window, you can right-click on the matter and choose to open it in a new tab.

View all related records

Above the name of each matter, you'll see a list of the parent and ancestors linked to it. You can see this list whether you're looking at the full matter view or in Preview mode.

Explore all associated records related to your matter (parents or children) by accessing the Related panel icon at the top right of your screen. Evaluate the status of linked records, view their owners and managers, and open them with a simple click, provided you have the necessary permissions.

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