You can close a matter from a matter's detailed record page.
How to Close a Matter
- Log in to Litify.
- Navigate to Matters > [Matter Name].
- Scroll to the Litify Actions module.
- Select Close Matter.
- Choose a reason.
- Select Confirm to close the matter.
Post-Closing Litify Actions
Once a matter is closed there are two actions that can be taken:
- Notify LRN: Pushes closing data to your Litify Referrals Web App.
- Re-open: Re-opens the case.
Matters cannot be re-opened once closing data has been sent to LRN.