Legal matters are often linked to other matters or contracts that extend from it. Linking matters and contracts together in LawVu can be used to clearly identify a matter's connection to other information stored in the platform. .

To learn how to link matters with parent and child relationships, check this article.

How to link contracts to matters

From the Overview tab of the contract, expand the General Information accordion.

As you begin typing the matter name or ID in the Linked Matter, the autofill feature will automatically suggest all matters that match the characters you have entered.

Once the matter and contract are linked, you can access the matter from within the contract and vice-versa.

To access the contract related to the matter, navigate to the Contracts tab within the matter.

If the contract you want to link to doesn't yet exist in LawVu, you can add one from the Contracts tab of the matter by clicking +Add contract

A matter can have many branching linked contracts. However, each contract can only have one linked primary matter.

Inherited Membership

The linking of matters and contracts results in the individuals named in the matter being passed on to the members of the contract.

Individuals listed in the Members tab of the matter are automatically included in the contract, and will have the same access to it.

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