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.

 

How do I close a matter?

  1. Last updated
  2. Save as PDF
This page details how to close a matter (or change a matter phase), as well as how to re-open a closed matter in TeamConnect Essentials.

 

 

What Does it Mean to Close a Matter?

Closing a matter means the matter is no longer active, has been resolved, and/or has a final outcome. You are also acknowledging all tasks, invoices, appointments, etc. have been completed and no other actions need to be taken. Closing matters when they are complete is important to enable additional analysis of matter workload, duration, open matters vs closed matters per month, etc. Note: By default invoices can be sent for 90 after a matter has been closed. An eBilling Adminstrator can edit this setting. For for information please see "Vendor and Firm Management" 

 

Closing a Matter

Begin by logging in and navigating to the General page of the matter you want to close. Click the Change Phase button, then select Close Matter. 

Matter_Close.png

When prompted, select Yes to finish closing the matter.

 

Re-open a closed matter

If a matter has been closed prematurely, matters may be re-opened.

To re-open a matter, click the Change Phase button and select Open Matter.