After opening up a matter, you'll see the Matter Actions button in the upper-right-hand corner of your screen. The button provides three options:
- Duplicate a matter
- Close a matter
- Delete a matter
We'll go over all three of those options in this section.
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
Duplicating a Matter
Use the Duplicate option to quickly create a copy of an existing matter.
After you click on Duplicate Matter, you'll get this screen. Click Yes to duplicate or Cancel to back out.
You'll see the duplicated matter on the main Matter screen.
Closing a Matter
Use the Close button to close a matter once work is completed.
NOTE: Matters cannot be closed if there are any invoices in received/pending statuses unless an invoice run off period has been defined at the system level. When there is no run off period, the option to close a matter is disabled until all invoices are processed.
After you click on Close Matter, you'll get this screen. Click Yes to close the matter or Cancel to back out.
You'll see the matter status (along with the KPI panel numbers) updated on the main Matters screen.
Deleting a Matter
Use the Delete matter option to delete the matter from the Unity system.
After you click on Delete, you'll get this screen. Click Yes to delete or Cancel to back out.
The matter will be removed from the main Matter directory.