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