Matter Close-Out, Resolution & Referral — Update / setup form (auth-only) for Legal. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Record how this matter resolved, settle the file’s disposition, and capture any referral or follow-up before we close.

What it collects (by section):

• Resolution — Matter Close Reason [dropdown: Won/Completed / Settled / Withdrawn / Referred out / Client inactive / …]; Settlement Authority Limit [number]; Outcome vs. client goal [long text].
• File disposition — File Retention Term (legal) [dropdown: 3 years / 5 years / 7 years / 10 years / Permanent / …]; File Destruction Eligible Date (legal) [date]; Publicity / Media Sensitivity [dropdown: Low / Medium / High / No publicity desired].
• Referral & follow-up — Referral-Out Details (legal) [long text]; Final handling notes [long text].

Form type: Update / setup (up), auth-only. Niche: Legal. Deployment: embed.

Best for / surface when: Legal client workflow — matter close-out, resolution & referral.