Managing Matter Status

Keep your caseload organised by updating matter statuses as cases progress.

Available statuses

• Open — Actively being worked on
• Pending — Waiting for court dates, client response, or third-party actions
• On Hold — Temporarily paused
• Closed — Matter is completed
• Archived — Closed and moved to long-term storage

Changing status

Open the matter and click the status badge at the top. Select the new status from the dropdown.

Filtering by status

Use the status filter on the Matters list to quickly find open, pending, or closed cases. Combine with other filters (office, type, lead lawyer) for precise results.

Pinned matters

Pin your most active matters to the sidebar for one-click access. Pinned matters always appear at the top of the navigation.