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