Closing and Archiving of Matters

Owned by Gemma Heidemann (Unlicensed)
Last updated: Aug 20, 2024 by Queenie Flores
2 min read

When a matter is finalised and no further work is to be done on it, it should be closed off and then archived. Prior to this, the Finance and Trust situations should be reviewed to ensure there are no outstanding items.

How to close a matter

How to archive a matter

How to view a closed or archived matter

Bulk Matter Changes

To close a matter:

  1. Select the matters icon image-20240820-014758.png (gold document folder) from the top menu bar

  2. Search for the matter to be closed

  3. Select actions 

  4. Select close 

  5. Select 'Close Matter' when the confirmation window appears

    image-20240820-015013.png

To archive a matter:

To archive a matter, it must first be closed.

  1. Select the matters icon (gold document folder) from the top menu bar

  2. Search for the matter to be archived (you may need to use the advanced search to select the closed status option)

  3. Find the matter that you are wanting to archive and select the Actions drop down on the far right

  4. Select Archive 

    image-20240820-015627.png

     

  5. When the confirmation window appears, fill in the File Location and other details and then select the Archive matter button.

Archived matters can still be viewed, however no transactions can be added or edited relating to this matter. 

To view a closed or archived matter, go to:

  1. The matters tab image-20240820-020055.png (gold document folder) from top menu bar

  2. Select advanced search

  3. Tick only the Closed or Archived box under Status

  4. Search

This will show all matters under the relevant chosen status(es).

 

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