Objective:
- Delete blank Practice Areas that were created in Clio as the result of a Matter import
- Delete blank Practice Areas
Environment:
- Clio Manage
Additional Information:
For more information on blank Practice Areas, click here
Procedure:
This is a multi-step process that requires naming the Practice Area, disconnecting it from the Matter, and then deleting it:
Naming Blank Practice Areas:
- Select Settings from the main navigation menu
- Select Practice
- Click Practice Areas sub-tab
- Click Edit under one of the blank practice areas
- Name the Practice Area
- Select Save
- Repeat steps 1-6 for all blank Practice Areas
Disassociating Existing Practice Areas from Matters:
- Select Matters from the main navigation menu
- Click Filter on the right side
- Under "Practice Area" enter the name assigned to one of the blank Practice areas
- Select Apply Filter
- You will now see a list of all Matters relating to that practice area
- Click Edit next to the Matter name
- Delete the contents of the Practice Area field
- Select Save Matter
Deleting Practice Areas:
Note: Existing Practice Areas still associated with any Matters must be disassociated prior to being deleted. See Disassociating Existing Practice Areas from Matters if you do not see the Delete link.
- Select Settings from the main navigation menu
- Click Practice
- Click Practice Areas sub-tab
- Click the Delete link underneath Practice Area you want to delete