Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Changing Matter Phases

This article provides the information about how to change the matter phases and what are the different types of phases available.

Use the Change Phase button in the list view to change the phase of a matter. Each matter record goes through specific phases that move a matter along in its life cycle - from the beginning to the end of the matter.

The following default phases are provided:

  • Intake—Assigned to all matters when they are first created.
  • Open—Indicates that work has begun on this matter.
  • Closed—Indicates that the matter has reached a resolution. When selecting this phase, you may be prompted to enter specific information, such as an evaluation of outside counsel.
  • Reopen—Opens a closed matter.

You may see additional phases that are provided based on your company's needs.

Each time you select a new phase, the Change Phase drop-down list displays the next phase in the life cycle. You cannot skip a required phase or go back to a previous phase. For example, you cannot select Reopen after the Open phase; the current phase must be Closed to select Re- Open.

To change the phase of a matter

  1. Search for a matter and open it.
  2. Click Change Phase, and then select a phase from the drop-down list.

    Disputes Change Phase Button

The phase is changed and the new phase is automatically displayed in the Current Phase field on the General page of the matter record. 

  • Was this article helpful?