In order to archive a matter, you can make it inactive.
The only criteria to inactivating a matter is that all trust funds must be disbursed. 

  • To Inactive, go to the matter tab, locate the matter and click EDIT
  • At the bottom left you will see an Active check box. Uncheck this box and then save the matter.



  • This matter will then be moved to the inactive list.
  • To view this list, on the main matter page change the Sort filter to "Inactive"


  • To make a matter active again, simply edit the matter again and check the Active box, then Click Save.