Matter statuses in Matter365
All created matters in Matter365 are by default in Active status. Active matters are accessible from matters page, and they represent open cases that your firm is currently working on.
At any point, you can change your matter's status to Inactive in matter settings. This change is just changing the status, so you can filter your matters and separate Active from inactive ones, but inactive matters are still fully available to access in Matter365, just like the active ones.
Filtering matters by their status
You can change matter status of Inactive matters back to Active at any time. To do this, click on your matter to open Matter dashboard, select Settings in top right corner, and Edit matter general info.
Switching the matter status from active to inactive and vice versa
From both Active and Inactive statuses, you
can initiate closing a matter, which will take matter to status Closed.
Closing a matter Closing multiple matters at once
Matters in that status aren’t editable anymore and you can't open their matter dashboard. You will see them present in Closed matters page, they will pop out in search results, but if you want to
open matter dashboard to access them in Matter365, you will have to reactivate them first. Reactivation will put them back in status Active.
Accessing closed matters page
Matters in Closed status can be archived in
SharePoint. Changing status from Closed to Archived will ask for
your confirmation and notify you that it won’t be possible to reactivate the
matter again, or access it from Matter365 anymore. Upon confirmation,
documents, emails and notebooks of a matter will be copied to SharePoint, and
Office 365 matter group will be deleted. List of archived matters will be
available in Archived matters page, and if you need to browse any of the matters in there, you will be redirected to
SharePoint location where the files are stored. This is done because the best practices of using Office 365 dictate that you shouldn't have too many open Office 365 groups, and over time, your daily work would become less organized with a lot of old matters you do not need present in various application pages. This way, you will always see only the work that is currently relevant, while still being able to access anything from the past, archived in SharePoint.
Closed matters can be reactivated or archived
Matters in Closed status can also be permanently
deleted. Deletion will also ask for your confirmation, and upon confirmation,
all matter files and Office 365 group are permanently deleted and cannot be restored.
Closed matters can be permanently deleted
As the image above shows, it's not possible to delete matters with existing invoices created, and delete button for them is disabled (grayed out)
All matter statuses are graphically presented in the image below, and they show a usual life cycle your matters might have.
Matter statuses in Matter365
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
How do I delete a Matter?
To delete a Matter, you must “close” the Matter first. On the Matter Dashboard, go to the matter click Settings and then “Close”. When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the ...
How do I rename a Matter?
The Matter Name is NOT editable. The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. If it is a new Matter and you haven’t done a lot to it (in ...
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...