Objective:

• To remove multiple Matters at once
• Bulk delete more than one Matter

Environment:

• Clio Manage

Additional Information:

• Deleting Matters in bulk can only be done by Users with Administrator Permissions.
• The Matter must not have Bills associated with it otherwise the Bills will need to be Deleted or Voided first.

Answer:

1. Go to Matters from the black menu bar
2. Click on the Tick-boxes for each Matter that you want to Delete
3. Click Delete Matters
4. Tick the box for confirming the consequences of this action, and click on Delete Matter