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Can I Delete a Contact with an Open Matter?

Question:

  • What happens if I delete a Contact with a Matter?

Environment:

  • Clio Manage

Additional Information:

Screen_Shot_2021-04-27_at_06.07.34.png

Answer:

Yes, you can delete a Contact with an "Open" Matter.  When deleting a Contact, who has any associated content to their name (Bills, Transactions, Matters, etc...).  It will appear on the "Delete Contact" screen, to advise you as such, so that you may confirm and/or re-assign (if applicable) prior to deleting said Contact.

 

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