How to link parent and child matters
Overview:
This document explains how to connect related matters in Cubed by assigning parent and child relationships, how to review linked matters, and how to remove a link when it is no longer needed.
Linking matters gives your team a clearer view of how work fits together, reduces time spent hunting for related context, and helps general counsel see complex matters (such as multi-stream litigation, investigations, or transactions) in full. Following these steps keeps related work organised, easier to navigate, and easier to report on.
Key Steps:
1. Open the Matter and Go to Related Matters 0:16
- Click the matter you want to update.
- Open the Related Matters tab.
- Use this tab to manage matter relationships in one place.
2. Assign a Parent Matter 0:34
- In the Related Matters tab, locate the option to assign a parent matter.
- Select the appropriate parent matter from the list.
- Confirm the selection so the current matter is linked under the chosen parent.
3. Add One or More Child Matters 0:34
- In the same Related Matters tab, click Add Child Matters.
- Select one or more child matters from the available list.
- Save the selection to connect the child matters to the current matter.
4. Review Connected Matters 1:06
- Use the View button to navigate to the parent matter.
- Review all connected matters from the Related Matters tab.
- Confirm the relationship structure is correct and complete.
5. Unlink a Child Matter 1:21
- Click Edit Child Matters.
- Unselect the child matter you want to remove.
- Click Save to remove the connection between the matters.
Tips for Efficiency
- Review all related matters before linking to avoid duplicate or incorrect connections.
- Use the View button to quickly confirm the parent matter without leaving the tab.
- Keep matter relationships updated as project scope changes to maintain accurate context.
Link to Loom