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How to Add Additional Contacts to a Matter Using Relationships in Lawcus?
How to Add Additional Contacts to a Matter Using Relationships in Lawcus?

Effortlessly add related contacts to matters in Lawcus

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

In Lawcus, you can easily associate additional contacts to a matter using the Relationships feature. This allows you to associate individuals or entities with a specific matter for better organization and management.

Follow the steps below to learn how to do this:

  1. Begin by either creating a new matter or editing an existing one if you want to add additional contacts.
    - To create a new matter, click on Add Matter or click on the pink + button and select New Matter from the dropdown.
    - To edit an existing matter, find and open the matter you wish to update and click on the pencil icon, or under Quick actions, select Edit Matter.

  2. Once you are in the matter details, you will find the Add Related Contact button. Click on it to start the process of associating additional contacts with this matter.

  3. Add the type of relationship that exists between the matter and the contact you want to associate.
    For example, you might specify if they are a spouse, witness, opposing party, or any other relevant relationship type.

  4. Search for and select the contact you wish to associate with the matter. Lawcus will provide suggestions as you type, making finding the correct contact quickly easy.

  5. Click on Add relation to add it to Lawcus.

  6. Once you have selected the appropriate contact and defined the relationship type, click the Create/Update Matter button to save the changes. The contact will now be linked to the matter.

    Pro Tip: Lawcus allows you to utilize the information of related contacts within document templates. This feature can save you time and help you streamline your documentation process.
    You can read more about document templates here.

By following these steps, you can efficiently add additional contacts to a matter using relationships in Lawcus, improving your matter management and ensuring all relevant information is organized within your legal practice management software.

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