KCS - How to Delete a Matter

Objective:

  • Deleting a Matter 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

New Clio 

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

 Previous Clio

  1. Open the Matter
  2. Click on Matter at the top-right
  3. Select Delete Matter
  4. Check the box "I confirm that I've read and understand the consequences of this action."
  5. Click Delete
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