Status, stages and closing a matter

Status#

A matter is Open, Pending or Closed. Change it from the status menu in the matter's header, or on the edit page, where you can also set the date each status started.

When you close a matter, record its Outcome: won, settled, lost, dismissed, withdrawn, completed, transferred or other.

Stages#

Stages are the steps a matter goes through in its practice area, such as "Intake", "Discovery" and "Trial". Pick one from the Stage menu in the header. Each practice area has its own stages, set up in Practice areas and stages.

Deleting a matter#

Deleting needs edit rights on the matter and the Delete matters permission. Open More actions → Delete and confirm.

A matter with any invoice or any logged time or expense can't be deleted: the button says Has invoices or time. Close it instead. Close it, so its financial records stay intact.

Deleted matters keep their number, which is never given to another matter.