Close Matter

Once a matter has reached its conclusion, whether through resolution, completion of tasks, or fulfillment of legal obligations, you can formally close it within the system.
To close a matter:
  1. Navigate to the Matters section from the left-hand menu.
  2. Open any specific matter by clicking its title.
  3. Click the Close Matter button visible in the top-right corner.
    4. Note: The Close Matter button will be visible if your role has the appropriate permissions and the matter is not already marked as “Closed”.
  4. Select the closure date and click Confirm. By default, it opens to the current date, but you can adjust it to reflect when the matter was actually completed.
  5. Once closed:
    • The Close Matter button is replaced with a Reopen Matter option.
    • The reporting status of this matter becomes disabled.