Rocket Matter Knowledge Base MattersWhat is the difference between a Closed Matter and a Completed Matter?

What is the difference between a Closed Matter and a Completed Matter?

Completed Matters are matters which have been resolved but remain active for billing purposes. Marking a matter as "completed" will send a contingency or flat rate matter to your firm's batch billing page for invoicing.

Searchability:  Completed Matters can be searched for by typing their name into the Global Search Bar (located at the top of your Rocket Matter screen.)  In addition, Completed Matters are listed under the Client's contact record, and can be searched for in the "All Matters" report and using the Advanced Search.

Closed Matters are matters which are inactive.  You cannot bill time for a "closed" matter.

Searchability:  Closed Matters cannot be searched for by typing their name into the Global Search Bar. They are listed under the associated Client's contact record, or they can be located via the "All Matters" report, or by using the Advanced Search.

 

Also view:

How to close a Matter

How to complete a Matter