KCS - Can I Restrict Users from Adding or Deleting Matters?

Objective:

  • To prevent the inadvertent deletion of a Matter in Clio
  • Set Permissions so only certain people can create or remove a Matter

Environment:

  • Clio Web App

Additional Information:

  • A clear warning is displayed in Clio when a user is about to delete a Matter, as illustrated here.

Answer:

  • No, it is not possible to prevent Clio users from creating or deleting Matters in Clio.
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