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How do I Bulk Delete Matters?

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
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