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