From the dashboard:

  • Find the matter on the pipeline
  • Click and drag to new location

From the Matter Index:

  • Click on “Matters” on the main left sidebar
  • Find the desired matter by filtering through the pages 
  • Click on the status drop down and select the new desired status

From the Matter page:

  • Go to the desired Matter’s page
  • Under Matter Details select the drop down menu to change the current status to a new one of your choice. 

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