Changing a review's matter
Link, change, or unlink the matter a review belongs to from the Reviews page or a matter's Reviews tab.
A review belongs to a matter. You set this when you upload the contract, and you can change it at any time afterwards. See Linking reviews to matters for the upload step.
Finding a review’s matter
On the Reviews page, the Matter column shows the matter each review is linked to. Click the matter name to open it. A review with no matter shows a dash.
The Unlinked reviews tab lists every review that isn’t linked to a matter yet.
Linking, changing, or unlinking
Open the action menu on a review’s row. The options depend on whether it’s already linked:
- Link to matter - for a review with no matter.
- Change matter - move the review to a different matter.
- Unlink from matter - remove the link.
Link to matter and Change matter open a search. Find the matter by title or matter number, or pick one from Recent matters, then confirm. Only active matters can be linked. If you have none yet, the list shows “No active matters available. Create a matter first.”
Unlink from matter asks you to confirm. Unlinking removes the link only, the review and the matter are both kept.
The same actions are available on a matter’s Reviews tab, so you can manage a matter’s reviews from there too.
FAQ
Does unlinking a review delete it?
No. Unlinking removes the link between the review and the matter. Both are kept.
Can a review belong to more than one matter?
No. A review belongs to one matter at a time. Use Change matter to move it to a different one.