How Do I Close A Matter?

How Do I Close A Matter?

Introduction

Closing a matter in Matters.Cloud is a crucial step in the legal process, signaling that all tasks, documents, and financial transactions associated with the matter have been completed. This process involves more than just marking a matter as closed; it requires careful checks to ensure nothing is left unresolved.

In this guide, we'll cover the step-by-step process for closing a matter, including the pre-closure checks to ensure you're not overlooking any critical details. We will also discuss key considerations to keep in mind, such as finalizing billing, checking for outstanding tasks, and archiving important documents.

By following these steps, you'll be able to close matters confidently, ensuring that your legal operations remain organized and compliant. Let's dive into the process and explore the important points to consider before officially closing a matter in Matters.Cloud.

Steps To Close A Matter

Step 1: Open Matter

Open the Matter you wish to close by clicking on Matters from the left hand menu and clicking on the Matter name.

Step 2: Edit Matter

Edit the Matter by clicking on the Edit button located on the top left of the Matter profile card:


Step 3: Close Matter

Set the Status of the Matter to Closed and press the Submit button.


Pre-Closure Checks

Before closing a matter in Matters.Cloud, the system conducts a series of checks to ensure all pending activities and financial obligations have been resolved. These checks help to prevent errors and ensure a smooth closing process. Here's a list of key verifications that Matters.Cloud makes before a matter can be closed:
  1. Unbilled Time (WIP): The system ensures there are no pending time entries that have not been invoiced.
  2. Unbilled Expenses / Disbursements: All expenses associated with the matter must be billed or accounted for to avoid discrepancies.
  3. Client/Trust Account Balance: The client or trust account linked to the matter must have a zero balance, confirming that all transactions have been settled.
  4. Draft or Outstanding Invoices: Any invoices related to the matter must be either completed or resolved, with no drafts or unpaid invoices remaining.
These checks ensure that the matter is completely resolved, allowing for proper closure. If any of these checks fail, you will need to address the issue before the matter can be officially closed.

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