KCS - How to Remove a Practice Area From a Matter

Objective:

  • Unlink a Matter from a particular Practice Area

Environment:

  • Clio Web App

Additional Information:

For more information on creating and editingPractice Areas, click here

Procedure:

  1. Open the desired Matter
  2. Click Edit in the top right corner
  3. Delete the Practice Area from the Practice Area menu under the Matter Information section
  4. Click outside of the Practice Area field to clear the information
  5. Click Save Matter 

 

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