This article explains how to combine two separate matters into one.
About merging matters
Sometimes, the same request can get registered as multiple separate matters. For example, if a conversation splits into different email threads. When this happens, you can merge the two matters to keep all the information in one place.
Once merged, the timelines of both matters are combined in chronological order, making it easy to view and manage all your conversations in one thread.
When merging, you will select the two matters and choose which one you want to keep. The timeline information will combine into the kept matter, and the other matter will be deleted.
Requirements
License or option
Matter Management Pro
Access rights
Admin
Editor
How to merge matters
2. Select the two matters you want to merge, and click [Merge matters] at the top of the list.
3. Select the matter you want to keep, and click [Next].
The timeline of both matters will combine into the matter you choose to keep. The other matter will be deleted once merged.
4.Review the details on the confirmation screen, and click [Merge].
The timeline will be combined into the selected matter.
⚠️Notes:
Once you merge matters, this action cannot be undone.
The matter you did not choose to keep will be permanently deleted.
Slack and Microsoft Teams messages from the deleted matter will not be merged.
💡Info:
The timeline in the merged matter will contain the conversation history from both matters, organized by date and time.
The sharing settings and access permissions of the final merged matter will follow the settings of the matter you chose to keep.
How information is handled after merging:
Information kept from the primary matter (the one you chose to keep):
Matter information
Shared users (if set up individually)
Linked matters
Information combined from both matters:
Linked files