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Closing a Matter

Viewing Closed Matters

When a matter is closed, it is removed from your list of open matters. However, even though a matter is closed, you can still view its contents. The closed matters you can view includes matters in which you have special organizational unit and/or practice group access.

View All Closed Matters You Can Access

  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. From the Matter List, select
    All Closed Matters I Can Access
     from the drop-down menu.
  3. Click the name of the relevant matter to view the matter profile for any closed matter you wish to view from the list.

Access Only Your Closed Matters or Closed Matters for Which You are Lead

  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. From the Matter List, select
    Customize matter list options
     from the drop-down menu.
  3. Select either
    All My Matters
     or
    All Matters for which I am Lead
    .
  4. Select
    Currently Closed Matters
     under
    Matter Status
    .
  5. Add any additional criteria as necessary, such as Internal/External, Standard Filters, Search Field, Sorting.
  6. Click
    Generate list
    .
  7. Click the name of the relevant matter to view the matter profile for any closed matter you wish to view from the list.

This article applies to:

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

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