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Closing a Matter

After a matter is fully resolved, it must be closed. Once a matter is closed, it no longer appears on a company user's list of open matters. Similarly, closed matter does not appear on reports that include open matters only, although firms can still post invoices for the number of days specified. Matter information can be edited and invoices posted to a matter for a limited time after it is closed.
When a matter is closed, Tracker sends an e-mail notification to any law firm user whose matter role is Matter Administrator or Matter Editor, or who is a participant with billing-only access; and any firm user who has posted an invoice in the last 12 months.
Required role | Only a company matter administrator can close a matter.

Closing a Matter

  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. Select the hyperlinked name of the matter you want to work with.
  3. On the toolbar, select the three small dots icon, then select
    Close matter
    .
  4. In the confirmation message, click
    OK
    .
  5. Complete the Closing Matter Information page.
  6. On the toolbar, select
    Save & close
    .

Closing HighQ-linked Matters

Company matter administrators and HighQ site administrators receive notifications when a matter is closed that is attached to a HighQ site.
When you close a HighQ linked matter, Tracker displays a reminder that there are linked HighQ sites.To verify that you want to close the linked matter, click
OK
.
The HighQ site owner also receives a message in HighQ that a matter linked to the site has been closed.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company

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