In order to archive a matter, you can make it inactive.
The only criteria to inactivating a matter is that all trust funds must be disbursed. 

  • To make matter inactive, click matters on the side panel > locate the matter and click EDIT
  • At the bottom left you will see an Active check box. Uncheck this box and then save the matter.

  • This matter will then be moved to the inactive list.
  • To view this list, on the right hand side click the search filter icon

  • Change the status to "Inactive" and the list will appear.

  • To make a matter active again, simply edit the matter again and check the Active box, then Click Save.