2017

Download for FREE

Editing and Deleting Matters

Contents

Editing Matters
Deleting Matters
     Deleting an Individual Matter from the List Page
     Deleting Matters in Bulk from the List Page
     Deleting an Individual Matter from the Matter Show Page

Editing Matters

From the Matters tab, click the "Edit" quick link in the "Display Number" column in the Matters table. This will take you to the Matter edit form where you can modify and apply any necessary changes. 

When viewing a single Matter, the "Edit" button can be found on the top right side of the Matter details.

Deleting Matters

Warning - Extreme caution should be exercised when deleting a matter as this action can have compound repercussions with respect to related information stored in Clio. Although in most cases non-matter information is preserved, this information is at risk of being “orphaned”, having lost context gained through relationships.

If you are no longer working on a Matter, it is suggested you change the Status to "Closed". This will remove it from your Open Matters list, but you will still be able to retrieve the Matter information.

If you do delete a matter in error, you may be able to recover it using the "Recovery Bin".

Deleting an Individual Matter from the List Page
Deleting Matters in Bulk from the List Page
Deleting an Individual Matter from the Show Page

Deleting an Individual Matter from the List Page

To quickly delete an individual Matter, click on the "Delete" quick link for that Matter.

After clicking the Delete quick link, you will be prompted to confirm that you understand the consequences of deleting Matters.

DeleteMatter.png

Deleting Matters in Bulk from the List Page

To delete multiple Matters, check the box to the left of each Matter that you want to delete, select "Delete" from the "Action" dropdown field, then click the "Apply" button.

After clicking "Apply", you will be prompted to confirm that you understand the consequences of deleting Matters.

Deleting an Individual Matter from the Matter Show Page

When viewing an individual Matter's details, you can delete the Matter by clicking on the "Matter" button, then select "Delete Matter".

Again, you will be prompted to confirm that you understand the consequences of deleting Matters.