A Related Case is a Case that has similar operative facts to the Case you are working on or is directly related to the Case you are viewing.
To add a Related Case, head over to the Case Card, Details-view, under the Related Cases section.
Click on the Add Relation... button.
A text box with a small drop-down dialogue will appear as in the picture below.
You can search a case by searching for the case number, case name, client name, or client number.
The system will search for the exact/similar matches, which will include both ongoing and closed Cases.
After searching and selecting the Case/Client, you have to select the Related Case type.
Select the type of Case by clicking on the drop-down list next to the text box. The selections you can choose are:
- Related Case
is typically a Case that has common issues used for reference purposes.
- Parent Case
is typically the original matter that spawns the trial of an issue.
- Sub Case
is a subdivision of a Case, typically used to break down separate issues of a larger Case.
There is also another button where you can create a new sub-case.
For more information about creating a new sub-case, click here.
Once you have defined the relation, click on the Add button and you are done.
After adding the Related Case, depending on your selection, the Case will appear under the Related Cases section as in the picture below.
The Case will also appear under the Related Cases section in the Details-view on the Case Card of the Case it is related to as well.
1. You will only have access to this if you are a Client Manager, Case Manager or a User with 'Partner'-role, 'Assistant'-role or 'Administrator'-rights.
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