Linking Cases to Matters

# Linking Cases to Matters

Link ObituaryMonitor cases to matters in your PMS.

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## Why Link Cases?

• Keep all probate work organized
• Time entries associate automatically
• Easy transition from match to matter
• Better reporting and billing

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## How to Link

[Screenshot: Link to PMS option]

1. Open the case in ObituaryMonitor
2. Click "Link to PMS"
3. Search for the matter
4. Select the matter
5. Confirm the association

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## What Happens After Linking

• Time entries sync to linked matter
• Matter name appears on case details
• Reports include matter associations

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## Unlinking

1. Open case settings
2. Click "Unlink"
3. Future time entries won't be associated