The Status of Your Matters

Apr 10, 2026
Knowledge

How To

Learn how to monitor and assign the status of your matters based on matter type and completion stage for effective tracking. Easily view and update statuses, ensuring accurate monitoring of your matters.

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List of Matter Statuses

Status	Description
?? (Status)	Indicates the passed date of a specific status. For example, a status of ?? (Property Inspected) lets you know that the date of the property exchange has passed but it hasn't been confirmed in your Calendar & Tasks tab.
Archived	The matter has been archived.
Blank	There is not enough information in the matter for a status to be assigned.
Complete	The matter is complete.
Contract Signed / Mortgage Inspection Received / Property Inspected / Property Inspection Due / Issued	Relates to the specific stages of a Real Estate matter.
In Progress	The matter is still in progress.
Not Proceeding	The matter is not going ahead.

Change Status of a Matter

Follow these steps to change the status of a matter:

Open the matter.
Click the Calendar & Tasks tab.
For a particular listed event, tick the checkbox next to the scheduled date.
- To Mark as Complete: Add a completion or settlement date. This will change the status to Complete Matter (or similar, depending on the matter type).
- To Mark as Not Proceeding: Set a "Not Proceeding" date to change the status to Not Proceeding.
- To Return to Progress : Clear any critical dates or calendar items to update the matter status back to In Progress.
Click Save & Close.

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Matter status cannot be customized. It is automatically updated based on data from Calendar and Task items. For example, adding the completion date under Critical Dates & Calendar Items will change the matter status to "Complete."

Close a Matter

Follow these steps to close a matter (file) :

Open the matter.
Click the Calendar & Tasks tab.
Select the date next to Completion date.

The status updates to 'Complete' to reflect the stage of completion of the matter.

If 'Not Proceeding' this critical date can also be completed.
Click Save & Close.
You can also archive a matter. For detailed instructions, refer to Archiving a Matter.

To reopen a matter clear the completion or settlement date under the Critical Dates section.

Change Status of a Matter

Open the matter.
Click the Calendar & Tasks tab.
Click a Critical Date under Scheduled.
Toggle Confirm to On.

The status updates to reflect the stage of completion of the matter.
Click Close.

Change Status of a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap between Scheduled or Unscheduled.
Tap a Critical Date.
Enter (or change) a date for the item.
Toggle Confirm to On or Off.
Tap Save.

Change Status of a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap between Scheduled or Unscheduled.
Tap a Critical Date.
Enter (or change) a date for the item.
Toggle Confirm to On or Off.
Tap Save.

Change Status of a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap between Scheduled or Unscheduled.
Tap a Critical Date.
Enter (or change) a date for the item.
Toggle Confirm to On or Off.
Tap Save.

Last Modified Date

10/04/2026 4:13 AM

Title

The Status of Your Matters

URL Name

The-Status-of-Your-Matters-CA

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