Every matter has a status that shows where it is in its life cycle: Open, Hold or Closed.
Table of contents
The statuses
| Status | Meaning |
|---|---|
| Open | The matter is being worked on. Every new matter starts as Open. |
| Hold | Work on the matter is paused, for example while you wait for a decision. The badge is orange. |
| Closed | The legal work has ended. The badge is green. You can still view the matter and add notes, but Add Bill and the + buttons of UnBilled Balances are hidden, and most fields of Edit Matter are locked. Only Status stays editable. |
Find matters by status
The status appears as a badge next to the matter name in the Matters list, in the Matters tab of a contact and in the Matter dashboard.
- Click the status filter.
- Select All, Active, Hold or Closed. Active shows the matters with the Open status. By default, the filter shows open matters.
- The badge shows the status of each matter.
Change the status
You change the status by editing the matter.
- Open the matter and click Edit Matter, then find Status.
- Select Open, Hold or Closed.
- Click Save.
The status isn’t on the Add Matter panel; you set it only in Edit Matter. Some statuses need a date:
- Hold makes Pending Date required. After you save, an Add Note panel opens with the subject Case put on Hold so you can record the reason. Enter the Note and click Save.
- Closed makes Closed Date required. Maatdesk doesn’t fill it in for you: pick a date, or click Today in the date picker. No note panel opens when you close a matter.
Reopen a closed matter
- Open the closed matter.
- Click Reopen, next to Edit Matter.
- In Reopen matter (Are you sure that you want to reopen this matter?), click Yes.
The matter goes back to Open. The Closed Date keeps its value, so clear it in Edit Matter if you no longer need it.