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How to Close a Matter in Lawcus?
How to Close a Matter in Lawcus?

Archive completed matters in Lawcus to streamline the matter's page for quick navigation.

Harsimran Singh avatar
Written by Harsimran Singh
Updated over 3 weeks ago

Closing a matter in Lawcus is straightforward. It allows you to archive completed cases and remove them from your pipeline.

Steps to Close a Matter

  1. Click on Matters in the left sidebar to access the Matters screen.

  2. Locate the specific matter you want to close and click on its Matter Card to open it.

  3. In the Quick Actions panel, click on Close matter option.

  4. Confirm the matter closure by clicking on Yes when prompted. The matter will be archived and removed from the pipeline.

Note: Archiving a matter in Lawcus doesn't delete any information related to the case; it simply moves it to a separate, easily retrievable location.

You can always quickly filter all the closed matters on the page simply by clicking on the Closed tab.


FAQ Section

FAQ1: How can I automatically close a matter in Lawcus?

Answer: Currently, we don’t have the functionality to close matters from workflows in Lawcus directly.

FAQ2: Will future emails on an assigned workflow still go out for a closed matter?

Answer: Yes, future emails regarding the workflow will be sent out without any issues, even if the matter is closed.

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