Matter Management

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Close and archive a matter

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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....

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FAQ: Why does my matter not appear in Efimis?

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This applies to firms integrated with Smokeball (EvolveGo). The matter sync described below is the desktop-to-cloud sync between Smokeball Desktop and the Efimis Accounts side. A: The required fi...

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