Correcting Matters Opened Under the Wrong Client
Introduction
Occasionally, a matter may be created under the wrong client in Matters.Cloud. Since matters cannot be transferred between clients, this article outlines the steps to resolve the issue efficiently. It covers creating a new matter under the correct client, transferring work-in-progress (WIP) time and disbursements, and closing the incorrectly assigned matter.
Pre-requisites
Before proceeding, ensure your role has the following permissions:
- Create matters
- Edit matters
- Transfer time
- Transfer expenses
For more information, see Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud.
Note: Only administrators can enable these permissions. If you do not have administrator access, please contact your internal administrator.
Steps to Resolve
Step 1: Create a New Matter Under the Correct Client
- Navigate to Matters from the left-hand menu to open the Matters board.
- Click New matter and enter the required matter details.
- Once all information is entered, click Submit to create the new matter.
Step 2: Transfer WIP (Work In Progress) Time to the Correct Matter
- Navigate to Matters from the left-hand menu and select the Matter which was created incorrectly.
- Click on the Time tab.
- Within the Time tab, select WIP (Work In Progress) to view unbilled time entries.
- Select all applicable WIP time entries and click the Transfer button.
- Choose the newly created matter from the list and click Submit to finalise the transfer.
Step 3: Transfer WIP (Work In Progress) Disbursements to the Correct Matter
- Navigate to Matters from the left-hand menu and select the Matter which was created incorrectly.
- Click on the Disbursements tab.
- Within the Disbursements tab, select WIP (Work In Progress) to view unbilled disbursements.
- Select all applicable WIP disbursement entries and click the Transfer button.
- Choose the newly created matter from the list and click Submit to finalise the transfer.
Step 4: Close the incorrectly created Matter by Updating Its Status
- Navigate to Matters from the left-hand menu and select the Matter which was created incorrectly.
- Click the Edit button in the drop down to the right of the Matter name.
- Change the Status to Closed and click Submit to finalise the closure.
By following these steps, you can efficiently correct matters that were opened under the wrong client while ensuring accurate record-keeping. If you need further assistance, please contact Matters.Cloud Support.