Is there a way to link 2 matters together.
ie: If we have a probate file open for a client as well as a personal injury file, can they be linked together?
Solved
Linking 2 matters together
- Contributor
Best answer by magort
Two matters with the same client are linked in billing. For example, payment plans are at the client level. The matters are also liked with respect to the participants in a matter.
This topic has been closed for comments
+1- Regular
- 38 replies
- Answer
Two matters with the same client are linked in billing. For example, payment plans are at the client level. The matters are also liked with respect to the participants in a matter.
Mike Gort - Gort Law, P.A. - Jupiter, FL
- Contributor
- 3 replies
Also, when you pull up the contact’s “card”, the top has a tab for matters. It will show all matters in which the contact is linked.
1 person likes this
+1- Contributor
- 32 replies
Could there be a way to reference “related matters” within the matter?
I do family law and we can often have a separate case number for the child support case, divorce or custody case, and any domestic violence or prior cases. We are required to list all related cases on pleadings so it’s just in a note right now, but it would be REALLY helpful to be able to link it so it’s clear (especially to staff who won’t necessarily recall it)
- Carsen Tazi | Keeping Divorce Out of Court
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.