Linking matters and contracts

A legal matter will often derive or be directly connected to a contract

Alina avatar
Written by Alina
Updated this week

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

There are several ways to link a contract to a parent matter:

  • Click the + icon at the top of the contract name:

  • Or from the Overview tab of the contract, expand the General Information accordion.

As you start typing the matter name or ID, the autofill feature will provide suggestions for all matters that match the characters you've entered.

  • Or you can generate a new contract from any file in the Files tab by clicking on the ellipses next to the file and selecting "Create contract from file". The new contract will be related to the matter as a child.

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

Currently, it is only possible to link existing contracts to matters from a contract. It is not possible to link existing contracts from a 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.

To modify the parent matter of a contract, you can easily do so by either clicking the ellipsis button located above the contract name or accessing the Linked Matter section within the General Information accordion.

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.

Inherited Membership

When linking a contract to a matter, the current members of the matter will be automatically included and inherited to the contract and will be granted the "Member" access level.

Any changes made to the members of the parent matter, whether adding or removing members, will also be reflected and updated in the associated contracts.

Removing the link between the parent matter and the contract will automatically remove the inherited members.

When linking a restricted contract to a matter, matter members will NOT be automatically inherited to the contract. It is necessary to manually add members to the restricted contract.

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