In this article, you will learn how to set up related matters.
Note: Due to the architecture of Actionstep, matters are also defined as 'actions' within sections of this article. They are essentially the same and can be used interchangeably in each instance.
When to use Related Matters
Here are some examples of situations for which you may want to relate one or more matters to each other.
You have a 'prospect' matter type for dealing with sales inquiries. If a certain inquiry that you have created a prospect matter for results in an engagement, you would create a new matter of a different type, based on the work involved (such as estate planning, litigation, real-estate, etc) and relate the prospect matter to the new matter to allow yourself to quickly navigate between them.
You have a standard workflow for processing a family court application. However if legal aid assistance is required you may need to start one or more funding applications at any point during the main workflow. Each funding application follows its own workflow. You can spawn a funding action at any point in the main workflow and relate the two. This way you will be able to see all the funding applications related to the main family court application action.
Setting Up Related Matters
For detailed information on how to set up related matters, please see Setting Up Related Matters.
Creating Related Matters
Once you have setup the related matters, users will be able to relate matters to each other. For matters that have related types, a link will appear in the header section of the matter.
Users can click on the link to relate a matter. You can choose to relate an existing matter or create a new one and relate it to the current matter.
Once the matter is related, you will be able to access it from the same link in the header or via the 'Related Actions' panel in the overview screen (if you have enabled it for this Matter Type and System Role).
Viewing File Notes and Tasks across Related Matters
One advantage of relating matters to each other is that you can configure the relation to allow you to see the file notes and tasks of all related matters in a single list. To do this simply open any one of the related matters and click on 'Include Related Matters', as shown below.