How to Close a Matter:
- Go to your matter.
- Click on the gear icon in the upper right-hand corner of your Matter.
- Select Close Matter from the bottom of the Matter details.
- Follow the on-screen prompts.
After a Matter is Closed:
- Everyone on the matter receives a notification that the Matter was closed.
- The Matter will disappear from all views for all users.
- No new activity can be recorded in the matter from this point.
- A Matter Archive zip file is automatically generated.
- If you're using external connected storage on your matter, Lupl will automatically download and store the Matter Archive in your connected storage folder.
- The Matter Archive will also be accessible to the entire matter team under their "Recently Closed" Matter Group.
- The Matter Archive zip file will be available for download for all Team Members on the matter; after 90 days the matter will be permanently deleted from Lupl.
- A copy of any documents saved to Lupl Drive/Lupl Azure Cloud storage will be included in the Mattert Archive.
Downloading the Matter Archive
To download the Matter Archive file, follow the steps below. If external storage is still connected at the point of closure, a Matter Archive is automatically downloaded to your connected external storage folder.
- From the My Matters tab, select Group View.
- Near the bottom of the page, you will see your Recently Closed matter group. Use the arrow in the title to expand.
- Select Download Matter Archive beside the relevant matter name.
- A zip file will appear in your downloads. This will be named "Lupl [MATTER NAME] Archive".
Note:
- Only Matter Owners are able to close a matter.
- Once a Matter is closed it CANNOT be reopened.