Close, hold, archive and reopen a matter
The difference between on hold, closed and archived, how to close with an outcome, and how reopening affects the plan limit.
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On the matter page, below the stage bar, you find the status buttons.
The four statuses
- Open: an ongoing matter; counts toward the Free plan limit.
- On hold: temporarily paused (press On hold, and Open to resume).
- Closed: finished with an outcome.
- Archived: hidden from the default list.
Close with an outcome
- Press Close matter.
- Choose the Outcome: Won, Lost, Partly won, Settled, Withdrawn, Other.
- Set the Closing date (Hijri and Gregorian) and write a Closing note (summary of the judgment or settlement, what was handed back to the client).
- Press Close.
The outcome appears in the header and the note in a green card.
Reopen
On a closed matter press Reopen.
Archive
Archive, then confirm "Archive this matter? It leaves the default list and can be restored." To bring it back, open the Archived tab, open the matter and press Unarchive. A previously closed matter returns as Closed.
Every change shows in Activity and notes (for example, "Matter closed").
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