How to Close a Matter

Once the work on a matter has been completed you should go into Brightflag and close this matter.

When you do this, a couple of things happen:

1. The law firm can no longer bill for this matter, and it won't appear as an option when submitting new invoices.
2. Accruals reminders will no longer be sent, and the matter will also not appear as an option when submitting accruals.
3. Closed matters cannot be edited.

How To Close a Matter

1. Go to Menu > Matter Management > Search/Add Matters
2. Find and click on the matter you want to close
3. Click the "Close Matter" button on the top Right

If needed, you can reopen the matter by following the same steps above, but the "Close Matter" button will be replaced by a "Reopen Matter" button: