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Tool 008

Related-Party Map

Review accessible matter parties and their relationship labels in a clear list of connected people and organizations.

What it does today

Accessible matter parties as a labelled list; graph canvas planned.

How to use

  1. In Clio, open Matterevo and choose Related-Party Map from the Tool Library. Use the search box or the Matter workspace family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Display clients, adverse parties, witnesses, counsel, companies, and relationship labels around the current matter. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.