How to archive a matter in Quillio
To archive a matter, open the matter, click "Archive matter" in the matter menu, and confirm. The matter moves out of your active list but remains fully retrievable. All documents, conversations, and outputs are preserved. Archived matters count towards the firm's retention period — typically seven years for legal matters, aligned with professional rules.
What happens on archive
The matter moves to the archive, its files remain in place, and any scheduled reminders are cleared. The matter no longer appears in your active list but can be found through the archive search. Users retain their access permissions — archiving does not change who can see the matter.
Retention
Under the Legal Profession Uniform General Rules 2015 (NSW and VIC) and equivalents, matter files must be retained for seven years after the final bill. Archived matters count towards this. You can configure the firm retention policy to auto-delete after the retention period, or to keep matters indefinitely.
Restore
Archived matters can be restored to active status at any time. This is useful if a matter reopens (for example, a costs dispute after closure).
Step-by-step
- Open the matter. Navigate to the matter you want to archive.
- Click "Archive matter". In the matter actions menu.
- Confirm. The matter moves to the archive.
- Retrieve if needed. Use archive search to find the matter. Click "Restore" to make it active again.
Common issues
- Archive does not delete — deletion is a separate, intentional action
- Retention policies must be configured at firm level — I prompt administrators to set them
- Restoring a matter does not restore scheduled reminders — you need to re-add them
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