KCS - How to Delete Blank Practice Areas

Objective:

  • Delete blank Practice Areas that were created in Clio as the result of a Matter import
  • Delete blank Practice Areas

Environment:

  • Clio Web App

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:

Step 1 Name the Practice area:

  1. Select Settings from the main navigation menu 
  2. Select Practice
  3. Click Practice Areas sub-tab
  4. Click Edit under one of the blank practice areas
  5. Name the Practice Area
  6. Select Save
  7. Repeat steps 1-6 for all blank Practice Areas

Step 2 Disassociate the Practice Area from the Matter:

  1. Select Matters from the main navigation menu
  2. Click Filter on the right side
  3. Under "Practice Area" enter the name assigned to one of the blank Practice areas
  4. Select Apply Filter
  5. You will now see a list of all Matters relating to that practice area
  6. Click Edit next to the Matter name
  7. Delete the contents of the Practice Area field
  8. Select Save Matter

Step 3 Delete the Practice Area:

  1. Select Settings from the main navigation menu
  2. Click Practice
  3. Click Practice Areas sub-tab
  4. Click the Delete link underneath Practice Area you want to delete
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