Cross Reference Matters

Cross references are one-to-many relationships.  Allows users to identify the type of relationship and the relationship can be viewed from both Matters.  When declaring a Cross Reference Matter, users need to select a relationship, Matter, and reciprocal relationship.

For example, if you have two cases that resulted from the same explosion at your manufacturing plant, you may want to cross reference the two.  Or, if a breach of contract litigation arises, you could cross reference it to the original contract Matter with a relationship type of dispute arising from.

Create a Cross Reference Matter

(1) Without clicking, hover your mouse over the Cross Reference Matters quick link.

(2) Select the New button to create a new Matter to cross reference.

The Relationship and Reciprocal Relationship fields are dependent on each other as listed below:

Cross Reference Matter Creation Page

(1) Choose the relationship of Matter A to Matter B. 

(2) This field is dependent upon the Relationship (1) field.

(A) Defaults to the Matter that was chosen to add a new Cross Reference Matter from. 

(B) Choose the Matter with which to form the desired relationship with.

Relationship (1)
Reciprocal Relationship (2)
Parent Of
Child Of
Child Of
Parent Of
Factual Similarities
Factual Similarities
Is a dispute arising from
Is dispute in
Is dispute in
Is a dispute arising from

The above screenshot is a representation of the Cross Reference Matters related list with each relationship used and related to a Matter.  Matter B will have a corresponding Cross Reference Matters related list showing it's relationship to Matter A.