Integrations
Linking Cases to Matters
Associate cases with your PMS
Last updated February 25, 2026
Linking Cases to Matters
Link ObituaryMonitor cases to matters in your PMS.
Why Link Cases?
- Keep all probate work organized
- Time entries associate automatically
- Easy transition from match to matter
- Better reporting and billing
How to Link
- Open the case in ObituaryMonitor
- Click "Link to PMS"
- Search for the matter
- Select the matter
- Confirm the association
What Happens After Linking
- Time entries sync to linked matter
- Matter name appears on case details
- Reports include matter associations
Unlinking
- Open case settings
- Click "Unlink"
- Future time entries won't be associated
Was this article helpful?
