matter-close

To close a litigation matter, you capture the resolution type, outcome date, final exposure cost, and lessons learned. The workflow validates the matter slug exists in the central log before updating its status to closed and appending a history entry for an auditable case outcome record.

Finalizing a case settlement involves collecting structured close fields including resolution type and final cost, generating an attorney-facing summary, and receiving explicit confirmation before updating portfolio tracking records with the closed status and history entry.

Validating the matter slug in the litigation log acts as a portfolio integrity guardrail to prevent accidental or incorrect closure. It ensures the matter exists in central tracking records before any archival updates are made to the case status or history.

No, a case dismissal cannot be closed without attorney review. The workflow includes a non-lawyer safety gate that prompts an attorney-facing summary and requires explicit confirmation before writing consequential changes to the matter log and history files.

Supported resolution outcomes for ending a litigation matter include settlement, dismissal, judgment, withdrawal, and consolidation. The workflow captures the specific outcome alongside dates and final exposure to finalize the closure process.