Find, edit, close, and delete matters

The matters list is your workspace home. From there you can find any matter and change its name, tags, and status.

Find a matter

• Type in Search matters to filter the list by matter name.
• Click Recent, Open, Closed, or All. Open is the default. Recent shows the 10 matters opened most recently by anyone in the workspace.
• If the workspace has matter tags, click tags next to Tags to show only matters that have every selected tag. Click Clear all to reset the search and filters.
• The Open Matters and Closed Matters figures at the top also switch the list to that filter. Total Matter Equity is the sum of assets minus liabilities across all matters in the workspace.

Edit a matter

1. Open the matter and click Edit Matter next to its name. Or, on the matters list, click the three-dot menu at the end of the matter's row and choose Edit.
2. Change the Matter Name, the Status, or the Tags. Click a tag to add or remove it, or click Add Tag to create one.
3. Click Save Changes.

The name must stay unique in the workspace, ignoring capitalization and extra spaces. See Create a matter.

Close or reopen a matter

• On the matters list, open the matter's three-dot menu and choose Close. For a closed matter, the same menu shows Reopen.
• Or open Edit Matter, set Status to Closed or Open, and click Save Changes.
• Clicking a closed matter in the list asks whether to reopen it. Click Reopen Matter to reopen it and go to it.

Closing a matter does not change or delete any of its accounts, transactions, or saved reports. It moves the matter from the Open filter to the Closed filter.

For billing, a closed matter still counts as a current matter for 120 days after the day you closed it. Reopening a matter makes it count again, and closing it again starts a new 120-day period. See Plans, trials, and current matters.

Delete a matter

Deleting is permanent and cannot be undone. If you only want a matter out of the way, close it instead.

1. On the matters list, open the matter's three-dot menu and choose Delete.
2. Read the warning and click Delete Permanently.

Deleting removes the matter and all of its accounts, transactions, tag assignments, report subtitle, saved reports, and import history. The tags themselves stay in the workspace, and the audit log keeps a record of the deletion. A deleted matter no longer counts toward the current-matter limit.

Any member of the workspace can close, reopen, or delete a matter.