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:
- From the left navigation panel, click Matters.
- On the Matters screen, single-click the matter, and then from the toolbar, click Edit.
- At the bottom of the Matter’s left navigation, click Settings.
- From the tabs atop the Settings section, click Matter Info.
- At the bottom of the Matter Info screen, uncheck the Active checkbox.
Note
You can recheck the Active box to reactivate a matter.
- In the upper right corner, click Save.