How to Delete a Contact

Objective:

• To remove an unwanted Contact, Client, or Company

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

1. Open the Contact 
2. Select Edit 
3. Click on Delete Contact at the bottom-right
4. Check the box "I confirm that I understand the consequences of this action."

   • The following content relating to this contact will be deleted:

     • Notes

     • Clio for Co-Counsel Access

     • Clio for Clients Access

   • The following content will no longer be associated with this contact:

     • Bills

     • Matters

     • Transactions

   • The online payments made by the contact will no longer be associated with those respective Matters or Invoices.
     
     
5. Click Delete Contact