Closing a matter in Lawcus is a straightforward process that allows you to archive completed cases and remove them from your pipeline. Follow these simple steps to close a matter:
Click on "Matters" in the left sidebar to access the Matters screen.
Locate the specific matter you want to close and click on its Matter Card.
3. In the "Quick Actions" panel, click on "Close matter."
4. Confirm the matter closure 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.
FAQs:
Q1: How can I automatically close a matter in Lawcus?
A: Currently, we don’t have the functionality to directly close matters from workflows in Lawcus.
Q2: Will future emails on an assigned workflow still go out for a closed matter?
A: Yes, future emails regarding the workflow will be sent out without any issues, even if the matter is closed.