How Do I Recover a Deleted Item In Clio?

Objective:

• Restore deleted items
• Undelete something
• Access erased data
• Restoring a deleted client 

Environment:

• Clio Web App
• Clio Settings > Recovery Bin

Additional Information:

Note that Recovery of deleted items is not guaranteed

• Only Administrators are able to access the Recovery Bin
• Additional filtering options are available by selecting Filter on the right
• Only Tasks, Activities, Matters, Contacts, and Calendar Events can be recovered
• To recover multiple items check the boxes on the left, Recover from the Action drop-down, and then Apply - a maximum of 25 items per page can be recovered in a bulk fashion.
• If you do not have permission to view an item it will not be visible. Only a user with permission to view that item can recover it.

Procedure:

1. Go to Settings
2. Select Recovery Bin
3. Locate the item(s) that you wish to restore
4. Select Recover
5. Select OK to confirm recovery