Answer
Nov 06, 2016 - 11:16 PM
To close a matter:
- Mouse over the Navigation Panel and click Matters then Matter List.
- Click the name of the Matter you wish to close. (If you do not see the matter, under Search for Matter, select the appropriate option from the drop-down list, and then click Change View.) The Matter Profile page appears.
- Click the Ellipsis Icon and click Close.
- A confirmation box appears. Click OK to continue.
- The Close Matter form appears. Complete the form. Note: fields with a red chevron («) are required and must be completed.
- Click Save & Close.
