Close a legal matter through Mobile Agent

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Close a legal matter assigned to you when you complete all activities for resolving it, or if you find that it doesn’t need any further action.

    Before you begin

    Role required: sn_lg_matter.matter_fulfiller

    Procedure

    1. In the Mobile Agent, navigate to the Assigned Matters list.
    2. Tap an assigned matter.
    3. Tap Close Complete.
    4. In the Close Matter screen, enter comments in the Comments field describing the resolution of the matter or why it is being closed if not resolved.
    5. To close related legal requests along with the parent request, tap Close related requests and select Yes.
      Only related legal requests that are in the Assigned or Work in Progress states are closed.
    6. Tap Submit.

    Result

    • 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 close all related requests also, then they are also closed if they meet the following conditions:
      • The state of those requests is either Assigned or Work in Progress.
      • Those requests are not associated with any other open matters.
    • Comments entered in the Close Matter screen are posted in all the open related requests.