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How to Bulk Delete All Contacts from Clio Manage

Objective:

  • Remove All Contacts in my Account
  • Bulk Delete All Contacts

Environment:

  • Clio Manage

Additional Information:

  • Only Users with Administrator Permissions have the ability to use this tool.
  • This tool creates irreversible changes.

Procedure:

  1. Log into Clio as an Administrator
  2. Go to https://app.clio.com/nc/#/settings?path=bulk_operations
  3. Click Add
  4. Select Remove ALL Contacts
  5. Decide if you would like to exclude clients
  6. Click Generate Preview
  7. Wait for the "State" to change from "Preview Queued" to "Preview Completed"
  8. Click Preview
  9. Review the list of Contacts to be deleted
  10. Click Confirm Deletion when ready
  11. Click Perform Operation
  12. Click OK in the Warning Pop-Up Window to begin the deletion process

 

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