How do I delete a matter?

You can delete a matter from the matter detail screen.

• If the matter is fully empty (meaning no client users are attached, and no clients/contacts set) you can delete it right away
• If the matter has information in it, you will be able to schedule it for deletion and it will get hidden and deleted 3 days later. This is done to prevent accidental deletion of information

How to recover a matter?

To recover a matter that's scheduled for deletion you can follow the link from the Dashboard:

This brings you to a screen where you can click through to open the matter, or to restore it.

Keep Some Test Matters

Consider keeping some test questionnaires so you can easily test changes without creating new ones with fake client information.

Frequently Asked Questions

Is the matter deleted immediately?

Only if it is fully empty, with no client users attached and no clients or contacts set. A matter with information in it is scheduled for deletion instead: it gets hidden and is deleted 3 days later, to prevent accidental loss of information.

Can I undo a deletion?

Yes, while the matter is still scheduled for deletion. Follow the link from the Dashboard to open or restore it. After the 3 days have passed, the matter is deleted.