Close a legal matter

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Close a legal matter assigned to you when you complete all activities for resolving the legal matter. You can also close the matter if you find that it doesn’t need any further action.

    Antes de Iniciar

    Ensure that you've closed all related matter tasks before closing the legal matter.
    Nota:
    A legal matter cannot be closed if it has any open ad hoc approval records or for its artifacts.

    Role required: sn_lg_matter.matter_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.

    Procedimento

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. If the legal matter is newly assigned to you, select Start to start working on it.

        The state of the legal matter updates to Work in Progress.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. Opcional: In the Activity section, enter comments, add links to related knowledge base articles, or attach files.
    5. Click Close Complete.
    6. In the Close Complete Matter dialog box, enter comments in the Comments field.
      Comments entered in the Close Complete Matter dialog box will be posted in all open related requests.
    7. Close related legal requests in the Assigned or Work in Progress states along with the parent request by selecting the Close related requests check box.
    8. Click OK.

    Resultado

    • The legal matter is closed and its state updates to Closed Complete.
    • If the parent legal request of the matter is not associated with any other open matters, the request is also closed.
    • If you chose to also close all related requests, they are also closed if they meet the following conditions:
      • The state is either Assigned or Work in Progress.
      • The requests are not associated with any other open matters.