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 the following associated with that Matter:

• Tasks
• Notes
• Clio for Co-Counsel access 
• Clio for Clients access

The following will remain in Clio but not be associated with the Matter:

• Transactions (remaining matter balance will be transferred to the client balance)
• Contacts
• Calendar events
• Activity entries
• Bills
• Documents
• Communications