Objective:
- What information is lost when a Matter is deleted
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
When a Matter is deleted, you immediately lose all Tasks, Notes and Clio Connect access associated with that Matter. The following will remain in Clio but not be associated with the Matter:
- Transactions
- Contacts
- Calendar events
- Activity entries
- Bills
- Documents
- Communications