Close a Case
Closing a case marks it as complete and removes it from the active cases list. Closed cases retain all their data — documents, tasks, billing, and communications — and can be reopened at any time. Use this workflow when the case is finished and you want to keep your workspace organized.
Open the case.
Click Edit Case (top-right button).
In the Stage field, select Closed.
Click Save.
The case moves out of the active cases list and is marked as closed. You can still locate it anytime by searching for the case name or adjusting your case list filters. All case data stays visible on the case page for reference.
Note: Closing a case does not delete any data. All documents, tasks, billing records, and communications remain intact and accessible.
Tip: Before closing, make sure all invoices are paid and outstanding tasks are resolved or dismissed.
Warning: If you close a case by mistake, you can reopen it at any time — see Reopen a Case.
Related: Reopen a Case · Post a Case Update · Delete a Case