Close and archive a matter

Table of Contents

• Getting Started
• triConvey Desktop App
  • Close file from the matter file
  • Close file from the Home Dashboard
  • Close file from the matter tag options
  • Archive a matter
  • View closed matters
  • Reopen a closed and archived matter
• triConvey Companion Site Web App
• Closing a matter with an outstanding trust balance

Getting Started

Once a matter is finalised, you can mark it as Closed in triConvey and enter the archive details.  The Matter closed date automates to today’s date when the status changes to Closed.

triConvey Desktop App

Close file from the matter file

To change the Matter closed date to a date other than today or to enter archive details:

1.    Navigate to the matter and double-click on Info. 

2.    Change the Status to Closed.

3.    When the status changes to Closed archive options appear in the same window.

Close file from the Home Dashboard

1.    Navigate to Matters.

2.    Locate the matter in the matter list.

2.    Right-click on the matter.

3.    Hover over the Change Status option and select Closed.

Close file from the matter tag options

1.    Navigate to the matter and click the + icon.

2.    Change matter status in the dropdown menu to Closed.

Archive a matter

Once the matter is closed:

1.    Navigate to the matter and double-click Info.

Tip:  The archive section will be displayed.  The Archived Date defaults to today's date and the Destroy Date defaults to today's date + 7 years.

View closed matters

Matters cannot be removed from triConvey (even if Closed and Archived). To review closed matters:

1.    Click Show dropdown menu on the top-right of your matter list.

2.    Change the Status field to Closed.

3.    The matter list will be updated with Closed matters.

Reopen a closed and archived matter

To reopen a matter:

1.     Navigate to the matter and double-click Info.

2.    Select Open from the Status drop-down menu.

Tip:  This will remove any archive details from the matter.