Matter Statuses
Matter statuses indicate the current stage of a case or transaction.
Status | Meaning |
|---|---|
Pending | The matter has been created but is not yet fully active. |
Open | The matter is currently being worked on. |
On Hold | Work is paused while awaiting the client or a third party. |
Awaiting Payment | Work is complete and payment of the invoice is pending. |
Reopened | A previously closed matter has become active again. |
Closed | The matter is complete. |
Not Proceeding | The matter will not go ahead. |
Archived | A historical, read-only record. Archived matters can only be created from Closed or Not Proceeding matters. If money or billing remains outstanding, a checklist must be completed first. See Archiving a Matter. |
Change a Matter’s Status
Open the relevant matter.
Locate the status dropdown in the overview panel.
Select the new status.
Provide a reason if prompted—for example, when closing a matter.