LawConnect - Matter Linking

05/06/2025
Knowledge

How To

LawConnect matter linking provides a more convenient way for lawyers from two separate firms to collaborate with each other within LEAP.

With Matter Linking, Firm B shares a document with a staff member in Firm A. Firm A now has the option to link Firm B's matter to their existing matter, and any new documents shared from staff members in Firm B to staff members in Firm A related to that matter will be added to LEAP and appear under a folder named "Shared by Firm B".

Desktop
Web

Linking a Matter

Firm A

Open the matter you wish to link.
Make sure you're on the Details & Correspondence tab.
Click the drop-down arrow next to and select Link Matter.
An access code will be sent to the email address of the user performing the steps above (Firm A).

Enter the access code that you have received and click Confirm Code.
The LawConnect Link Matter window will open and display a list of firms and their matters.

Click to edit heading

Please note that the above list will only display matters from another LEAP Firm if a firm has already shared a document/item with you via LawConnect.

To start collabrating with another LEAP Firm, you will need to ask the firm to share a document/item from the specific matter you wish to link before it becomes available in the Link Matter window.

For more information on sharing documents through LawConnect, click here.
Select the matter you wish to link from Firm B.
Click Link > OK.

A message prompt will appear advising the selected matter has been successfully linked and a folder will be created in the Correspondence List titled "Shared by <firm name>".
Link icons will display next to the Firm and Matter in the "Link Matter" window, indicating that the matter is successfully linked.

Click to edit heading

All previously shared correspondence items from the specified firm (Firm B) will automatically be moved to the Shared by <firm name> folder. Any future items moving forward will be saved into this same folder.

Firm B

Firm B can now send you all the correspondence items they wish to share with you through LawConnect.

Firm B will open the matter that Firm A linked.

The matter will not display any different for Firm B.
Select the correspondence items to share with Firm A.

Hold down Ctrl and click to select multiple documents or items.
Right-click on any of the correspondence items and select Share > Securely via LawConnect.
Enter the email address of the LEAP User from Firm A that you wish to share the correspondence item(s) within the To field.

Select the Share As option using the dropdown and click Share.
Click to edit heading
Please take note of the following LawConnect Share As options:
- If PDF (Restrict Editing) is selected, Firm A will not be able to edit correspondence items including letters and documents as they will be shared as restricted PDF files.
- If Original Format is selected, correspondence items will be shared in its original format allowing Firm A to continue working and updating the documents on the matter.
All items shared with Firm A will have a icon below the document name.
The shared folder in Firm A's matter will automatically contain all the items that Firm B shared.

Unlinking a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the "Shared by <firm name>" folder.
Click the drop-down arrow next to and select Linked Matter.

The LawConnect Link Matter will open in a new window.
Click next to the Matter No to unlink.
Click Unlink to confirm.

Click to edit heading

Lawconnect's Matter Linking feature can also be used in the event of a case/matter transfer.

For more information about what tools can assist your firm in case/matter transfers, contact us.

Linking a Matter

Firm A

Open the matter you wish to link.
Make sure you're on the Details & Correspondence tab.
Right-click any document in the matter > LawConnect > Link Matter.
An access code will be sent to the email address of the user performing the steps above (Firm A).

Enter the access code that you have received and click Confirm Code.
The LawConnect Link Matter window will open.

Select the matter you wish to link.

Click to edit heading

Please note that the above list will only display matters from another LEAP Firm if a firm has already shared a document/item with you via LawConnect.

To start collabrating with another LEAP Firm, you will need to ask the firm to share a document/item from the specific matter you wish to link before it becomes available in the Link Matter window.

For more information on sharing documents through LawConnect, click here.
Select the matter you wish to link from Firm B.
Click Link > OK.

A message prompt will appear advising the selected matter has been successfully linked and a folder will be created in the Correspondence List titled "Shared by <firm name>".
Link icons will display next to the Firm and Matter in the "Link Matter" window, indicating that the matter is successfully linked.

Click to edit heading

All previously shared correspondence items from the specified firm (Firm B) will automatically be moved to the Shared by <firm name> folder. Any future items moving forward will be saved into this same folder.

Firm B

Firm B can now send you all the correspondence items they wish to share with you through LawConnect.

Firm B will open the matter that Firm A linked.

The matter will not display any different for Firm B.
Select the correspondence items to share with Firm A.

You can select multiple documents or items.
Select Share Document from the Actions Pane.

The Share Document window will open.
Enter the email address of the LEAP User from Firm A that you wish to share the correspondence item(s) within the Recipients field, or select the recipient from the list..

Include an optional message and click Share.
All items shared with Firm A will have a icon below the document name.
The shared folder in Firm A's matter will automatically contain all the items that Firm B shared.

Unlinking a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right click any document in the matter > LawConnect > Link Matter.

The LawConnect Link Matter window will open.
Click next to the Matter No. to unlink.
Click Unlink to confirm.

Last Modified Date

5/06/2025 5:29 am

Title

LawConnect - Matter Linking

URL Name

LawConnect-Matter-Linking-CA

Resolution