MillerWorks Matter Closing is our Program to Close Matters

MillerWorks Matter Closing enables you easily close matters.  It quickly locate matters based on several search options and display relevant financial information including Retainer, Trust, Total AR, Fee WIP and Disbursement balances without switching to the accounting system.

Based on the search criteria entered, the secretary is presented with a list of matters where they will mark the file to close and select the Retention Schedule. 

Once the secretary closes the matter(s), the attorney receives an email that includes the list of matters being closed and an approval button. After the attorney approves, the system will automatically close the matter in the accounting and records systems.

The app icon for MillerWorks is located on your desktop in your MCPS Icons folder.
 

Attorneys watch this 3 minute video: Attorneys - Closed Files Approval. 

When you are logged-in, click here for secretary and attorney MillerWorks training videos and handouts