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Re-using a File in Closer

Please find the below steps on re-using a file in Closer if your deal fell through or you accidentally opened a file!

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 2 months ago
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5 STEPS

1. In your overview tab, click the edit icon next to file details

2. Enter your new matter details — such as matter name, matter #, account #, etc. and click save

3. Scroll down to key dates and click the edit icon

4. Enter your new dates and details and click save

5. Navigate through each tab and input your new details

Voilà! You have successfully re-used your file!



Next steps: Go Live OR Practice

start iorad content - don't remove it


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