You can associate two or more matters together as companions. This is useful when there are multiple plaintiffs related to a case.
The Companion Matters Component can be added to the Matter Lightning Record Page Layout. Reach out to your Litify Admin if a page layout update is needed.
How to Add a Companion Matter
- Log in to Litify.
- Navigate to Matters > [Matter Name].
- Navigate to the Highlight Panel > Dropdown > Add Companion.
- Search for an existing matter to select as a companion or select + New Matter to create one.
- Select Add.
The companion matter is listed in the modal's table. You can review a matter's companions by returning to this modal.
