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Matter Workflow
Track case progress, deadlines, and milestones throughout the matter lifecycle.
Matter Lifecycle
Every matter goes through a lifecycle from opening to closing. Track progress with status updates and linked events.
Tracking Progress
- Update the matter status as the case progresses
- Add notes to document important developments
- Link calendar events to track deadlines
- View the complete timeline of activities
Closing a Matter
- Ensure all invoices are sent and paid
- Update the matter status to Closed
- Add closing notes if needed
- The matter remains in your records for reference