Close a matter 


Before you can begin closing a matter, you will first need to check that there is nothing outstanding on the matter and all balances are zero.


1. Open the Matter


2. In the Matter, select Update, then select Begin Matter Closing


3. Once selected, a confirmation will briefly flash up on your screen. 

The matter will now have a status of Closing.


4. To Archive the matter, select Update, then select Close Matter.


You will see a confirmation briefly at the top of your screen.


5. The status will now show as closed.


NOTE: To see any matters that have a status of closed, navigate to the Closed tab on the matters screen.