This workflow provides an assistive action plan task to carry out relevant checks and activities before the matter is properly closed. It also includes a placeholder task for updating third party (TP) systems, such as PMS/finance systems.

Workflow Implementation

The workflow is intended to be either triggered by the phase reaching ‘Matter Pre Closure' or run manually as and when needed; likely via a menu option on the matter portal.

The high level steps of the workflow are:

• Create a task for the user to select to carry out and confirm pre closure activities and checks have been completed
• On completion of the previous task, a placeholder task has been included for updating third party (TP) systems, potentially via integrations, such as PMS/finance systems.
• On completion of the previous task, the phase will be automatically transitioned to Closed.

Considerations when implementing this workflow pattern:

• There is an assumption that the matter phase plan includes a phase for Matter Pre Closure/Pre Closure (or alternative) 
• If integrations to TP systems are part of the client solution, these should be considered and incorporated where relevant. 
  Examples: 
  • Sending a push payload to a finance system to update the matter status in that system
  • Pulling matter balances information from a finance system to display to the user
• Phase guards to transition to the Closed phase could be implemented to ensure robust closing processes and controls.