The Matter closure feature provides the ability to search and close one or more matters through the matter closure inquiry form based on multiple search criteria.
Matter closure inquiry form provides ability to search matters due for closure based on matter dates, matter status, unposted transactions, client advance, outstanding balances, and date of last transactions for WIP, debt, client account, client advance etc.,
During the matter closure process If any matters are unable to be closed because of outstanding balances then the matter status is set to ‘Marked for closure’.
Matter management and accounting > Inquiry and reports > Matter closure > Matter closure inquiry
| Fields | Description |
| Matter status | Searches for matters with the specified status |
| Matter Date | After setting this parameter a matter start date can be specified to search against. |
| Debt (Outstanding Invoices) | After setting this parameter an amount can be specified to search for matters with a specified amount of unpaid client invoice balances. |
| Unposted transaction exist | After setting this parameter the search includes all matters with unposted transactions. |
| Client advance exist | After setting this parameter the search includes all the matters with client advance |
| Date since last transaction – WIP | The search includes matters with WIP transactions posted on or before the specified date. |
| Date since last transaction – Client account | The search includes matters with client bank transactions posted on or before the specified date. |
| Date since last transaction – Invoice | The search includes matters with invoices posted on or before the specified date. |
| Date since last transaction – Client payment | The search includes matters with client payment transactions posted on or before the specified date. |
| Fields | Description |
| Matter ID | Based on parameter search respective matter Id will be displayed in form |
| Matter name | Matter name will be display in this column |
| Matter partner | Respective matter partners will be displayed in this column |
| Matter fee earner | Respective matter fee earner will be displayed in this column |
| Matter start date | Matter start date will be displayed in this column |
| Matter status | Current matter status will be displayed in this column |
| WIP | WIP balance amount will be displayed for respective matters (Hour, Expense and Fees) |
| Client account | Client bank account balance amount will be displayed for respective matter |
| Debt | Unpaid invoice amount will be displayed for respective matter |
| Client advance | Client advance balance will be displayed in this column |
| Unposted | Specifies unposted transactions exist or not. |
| Hour | Displays last posted hour transaction date |
| Expense | Displays last posted expense transaction date |
| Fee | Displays last posted fee transaction date |
| Client account | Displays last posted client bank account transaction date |
| Invoice | Displays last posted invoice date |
| Client payment | Displays last posted client payment date |
Matter closure periodic process
As part of this development a new periodic process Matter closure is introduced which will automatically close matters with the status ‘Marked for closure’ once all outstanding transactions are cleared and there are zero balances on WIP, Debt and bank accounts. Matter closure reason code will be updated as ‘Auto closed’ once the matters are successfully closed through the periodic process.
Matter management and accounting > Periodic > Matter closure > Matter closure
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Note – Three new security duties have been created “Maintain matter closure”, “Matter closure periodic view” and “Matter closure periodic maintain”. As well as the recommendation that these duties are added to the “Matter assistant” role and the two periodic duties are added to one of the IT roles. |
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