KCS - How to Recover a Deleted Item within Clio

Objective:

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

Environment:

  • Clio Web App
  • Clio Settings > Recovery Bin

Additional Information:

  • 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 Entries can be recovered
  • Recovery of deleted items is not guaranteed
  • To recover multiple items check the boxes on the left, Recover from the Action drop-down, and then Apply

Procedure:

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

 

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