Task guide
Move a matter to another office
How a matter names the office it is run from, and how it moves to another with the day and the reason, its number unchanged.
The office on a matter
A firm with more than one office names the office each matter is run from. On a new matter the Office field is drawn once the firm has two offices in use; left empty it takes the office of the person opening it, or for a sub matter its parent's.
The office reads in the matter's facts, and the register lists and filters by it.
Move a matter
- On the matter, open the actions menu and choose Transfer to another office.
- Choose the office, the day it takes effect (not after today) and the reason.
- Choose Transfer matter.
The matter's number never changes. Its Office moves card lists every move with who made it and why, and each move is in the audit trail. A closed matter stays where it closed.
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Read next
- Open a matterRecord the enquiry, add the client and parties, clear the conflict check and complete the opening checklist, then open the file.
- Set up your firmThe firm's profile, offices, bank accounts, logo and letterhead, completed before anyone else starts work.
- The matter register, views and dashboardFilter the matters you need, save the view for next time or share it with the firm, find files nobody has touched, and read a matter at a glance.