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
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
to open it.In the
Quick Actions
panel, click onClose matter
option.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.