Onit Documentation

Relating a Matter / Matter Relationships in Unity ELM

by Michael Nadeau Updated on

You can use the Matter Relationships feature within an individual matter to create different parent/related relationships between matters. 

Here's how to use them:

  1. Click on the "Matters" section in Unity and open the desired matter.  
  2. On the "Matter Details" screen, open up the "Matter Relationships" tab. 
    1. Here, you'll see any existing matter relationships. 

      On the main directory, you'll see the:

      • Name of the relationship
      • Type of relationship (related/parent)
      • Client Matter ID
      • Practice Area
      • Date Opened
      • Closed Date

      Use the up/down arrows at the top of each column to sort by that column. Use the Search bar to search for a specific matter relationship.

      You can also use the three-dot Actions menu to Delete the Relationship.

  3. Use the "Add Parent Matter" or "Add Related Matter" buttons to add matter relationships. 

    Under the Add Related Matter or Add Parent Matter screen, select the matter you want to relate and click Submit to save or Cancel to back out.

    Note that these buttons will change depending on the existing relationships on the matter. 

     

 

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Unity ELM End User Guides

Getting Started with Unity ELM 12
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 11
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 8
Admin Settings in Unity ELM 30
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

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