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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
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