Before you begin

If you intend to close the Matter, you need to ensure:

• All deliverables have been completed and closed
• All invoices have been approved and paid
• All engagement orders have been completed and closed

Procedure

1. On the LPG menu, select Matter > Find Matters

The List Matters screen appears

2. In the List Matters screen,

a. Enter your search criteria to find the matter(s) to be closed.
b. Click on the Search All Matters that satisfy your search criteria will be displayed in a list at the bottom of the screen.
c. In the Action column for each Matter, click on:

i. Acquire – to assign the Matter to yourself. Clicking on this button will open the Matter screen.
ii. Release – to “let go” of a Matter that is assigned to you, so that another member of your Workgroup can acquire it. Clicking on this button will clear your name from the Matter Owner Column.
iii. Action – the Matter is assigned to you. Clicking on this button will open the Matter screen.
iv. Takeover – the Matter is assign to someone else in your Workgroup. Clicking on this button will assign the matter to you and will open the Matter screen.

NOTE:  The Takeover button will only be available if you are configured as a supervisor in your workgroup in LPG.

The Matter screen for the selected Matter is opened.

3. In the Matter screen, scroll down to the bottom.

a. Click on the Update Matter Details button
The Update Matter screen appears

4. In the Matter Update screen,

a. Matter details are displayed
b. In the Matter Status field, change the selection from ACTIVE to Closed Matter.
c. Click on the Update

If all closure validations have been successful, you will be taken back to the Matter screen.
If a validation fails, a message will be displayed and the Matter status will revert to ACTIVE.

Tips & Troubleshooting