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How Can You Delete Matter Type in Clio Grow?

Question:

  • How Can You Bulk Delete Matter Type in Clio Grow?
  • How Can You Delete Practice Area in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

In order to delete a Matter Type in Clio Grow, you must remove the Matter Type from all existing Matters. 

  1. Click on Settings on the left-hand side bar
  2. Select Matters 
  3. Under the Matter Types, click on Delete after you have removed it from all existing Matters

If you would like to a remove Matter Type/Practice Area in Clio Grow without deleting them from all existing Matters added as a Feature Request, please reach out to us via Live Chat, call us at 1-888-858-2546 ext. 2, or send us a email at support@clio.com

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