Archiving inactive matters can clean up and optimize your LeanLaw by giving you less matters to sort through when you're creating time entries, or looking up information. All of our reports have a Show Archived filter which you can set to Include Archived, so you don't have to worry about missing out on archived data. This article will show you how to archive a matter and, in case you wish to undo it, how activate an archived matter.


How to archive a matter


1. Open the Matters page

On the main navigation bar, at the top of LeanLaw, click on the Matters button. This will bring you to the Matters page.

2. Open the matter

On the Matters page, find the matter you wish to archive and click the matter name to open its Info page.

Note: you can type the name of a matter in the "Search in Matters" box to find it quicker. If you can't find the matter you wish to archive, try clicking the x inside the "Show Matters for User" filter, which will disable that filter.

3. Click the Archive button

On the center-right of the matter's info page, click the button labeled Archive and confirm your action by clicking the green OK button that pops up. This will archive your matter, removing it as an option from many functions in LeanLaw.

A screenshot of a matter's Info page with the Archive button indicated.

How to activate an archived matter


The Activate button, which reactivates an archived matter, is in the same location as the Archive button. However, you'll need to activate the Show Archived filter on the Matters page to view archived matters instead of active matters.

1. Open the Matters page

On the main navigation bar, at the top of LeanLaw, click on the Matters button. This will bring you to the Matters page.

2. Click the Show Archived filter

On the left sidebar of the Matters page you'll see several filters. Activate the Show Archived filter by clicking it to fill its checkbox.

A screenshot of the Matters page with the Show Archived filter indicated.

3. Open the matter

On the Matters page, with the Show Archived filter active, locate the archived matter which you wish to activate. Click the matter's name to open that matter to its Info page.

4. Click the Activate button

On the center-right of the matter's info page, click the button labeled Activate. This will revert your matter to the active state, making it appear as an option for time entries, expenses, and other functions once more.


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