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Edit-Close

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Edit a matter number, formal name, and short name, and update the matter record status for outcome, recovery/payment, and disposition.

 

From the Edit/Close section in the Matter Navigation Bar, Lawtrac users can edit a matter number, formal name, and short name. You can also update the matter record status for outcome, recovery/payment and disposition.

Matter: Edit/Close

Edit/Close Options:

Page

Function

Edit Main Information

Edit the matter formal and short name and number.

Close/Status Actions

Update matter record status based on outcome, recovery/payment, or disposition.
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