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

If you're wondering what to do with your test matters - it might be handy to close them and keep them around, because then you can easily test changes to your questionnaire without having to come up with a new client name etc).