Make a Matter Inactive

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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. Edit your matter.
  2. Beneath the Advanced Settings section, uncheck the Active checkbox.

    Note

    You can recheck the Active box to reactivate a matter.

  3. In the upper right corner, click Save.
Updated on August 19, 2021

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