Make a Matter Inactive

You can make a matter inactive to archive it.

Important: For cash-based accounting, the only requirement for inactivating a matter is that you disburse all trust funds. For accrual-based accounting, you must resolve an outstanding AR balance and disburse all trust funds to mark a matter inactive.

Make a Matter Inactive

To make a matter inactive:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter to select it.
3. Scroll down to the matter’s details and from the tabs, click Settings.
4. From the tabs atop the Settings section, click Matter Info.
5. At the bottom of the Matter Info screen, uncheck the Active checkbox. You can check the Active checkbox to reactivate a matter.
6. In the upper right corner, click Save.