What is the difference between a Pending Matter and an Open Matter?

What is the difference between a Pending Matter and an Open Matter?




When you create a new matter, you may assign a status to the case. You will find three options here: Open, Pending and Closed. There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be selected once your firm has been formally retained. A Pending status may be assigned to a matter when the firm has yet to be retained but there is some data or information pertaining to a case (e.g. after an initial consultation but before a retainer agreement has been executed). Once a matter has been resolved, the status should be changed to "Closed."

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