Update and close case tasks when matter closes
Update and close case tasks when matter closes
Your matter close notes leave project tasks open and force manual follow-ups. It moves tasks to a closed section and creates a close-out task so files close same day.
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Overview
Open matters marked closed often leave project tasks incomplete and force manual admin work. This workflow updates task status, routes by practice area, and creates a close-out checklist so case managers receive a clear, actionable task and files close same day.