What is the difference between a Pending Matter and an Open Matter?

  • Updated

When creating a New Matter, you may assign a status to the case.

  1. Navigate to the Matters section and select + from the action bar.
  2. Complete the required fields indicated with a purple bar, and optionally assign a Status to the Matter from the drop-down list.


    • Hold - Deal with it at a later date.
    • Open - Should be selected once your firm has been formally retained.
    • Pending -May be assigned to a Matter when the firm has yet to be retained but there is some data or information pertaining to a case (For example, after an initial consultation, but before a retainer agreement has been executed).
    • Closed - When a Matter has been resolved the Status should be changed to Closed.

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