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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.

In the example below, this matter regarding a dispute has arisen in response to work being done on another matter, Dispute between SVPCET and GHRCE.

Linking Matters: Step-by-Step Guide

Use the plus buttons (+) to link the related matters.

Begin typing to enable search suggestions. Typing "Dis" has brought up suggestions. Clicking on the appropriate matter will complete the link by denoting the Dispute between SVPCET and GHRCE matter as the parent. This also allows you to preview the matter by clicking on the parent matter section in the matter details or on the link found above the matter name.

Below, in the parent matter, we can see the child matter displayed in the bottom left. Note that there still exists the option to add further child matters. A matter can have many branching child matters. However, each child matter can only have a single primary parent matter.

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.

View all related records

Explore all associated records related to your matter or contract (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.

You can create new matter children directly from the Related panel by clicking on the "+" icon. The creation form will automatically prepopulate fields with values from the parents.

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