How to close a matter (Client Article)

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. It won't show up as an option when submitting new invoices.
  2. Accruals reminders will no longer be sent. And the matter will also not show up as an option when submitting accruals.

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

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