How To: Close a Matter

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

Steps:

1. On the LPG menu, select Matter > Find Matters (N1). Enter your search criteria (N2) to find the matter(s) to be closed. Click on the Search.

2. In the Action column for the Matter, click on:
   • Acquire – to assign the Matter to yourself. Clicking this button opens the Matter screen.
   • Action – the Matter is assigned to you. Clicking this button opens the Matter screen.
   • Takeover – the Matter is assigned to someone else in your Workgroup. Clicking on this button will assign the matter to you and will open the Matter screen.
   • 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.

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

3. On the Matter screen, click on the Details tab

4. In the Matter Status field, change the selection from Active Matter to Closed Matter.

5. Scroll to the bottome and click on Save Details