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

  1. Log in to Litify.
  2. Navigate to Matters > [Matter Name].
  3. Navigate to the Highlight Panel > Dropdown > Add Companion
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  4. Search for an existing matter to select as a companion or select + New Matter to create one.
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  5. Select Add.

The companion matter is listed in the modal's table. You can review a matter's companions by returning to this modal.

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