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How To Recover a Deleted Matter in Clio Manage

Objective:

  • How can I recover an accidentally deleted Matter?

Environment:

  • Clio Manage

Additional Information:

  • For more information on using the Recovery Bin, see here.
  • Note that items in the Recovery Bin are removed permanently after 6 months.

Answer:

  1. Go to the Settings page
  2. Select Recovery Bin
  3. Open the Filter section
  4. Select Matter from the Type dropdown menu
  5. Use the Search field to filter the results if applicable
  6. Locate the item in the table below
  7. Select Recover
  8. Confirm by selecting Ok
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