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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:
- 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
Step 2 Disassociate the Practice Area from the Matter:
- 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
Step 3 Delete the Practice Area:
- 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