Delete a Project/Matter/Case

Purpose & Benefit: One of the main benefits of using technological software for your legal billing and project management is that you can delete items at the click of a button to dispose of information securely and immediately.

 


Note: You cannot delete a project/matter/case unless all linked transactions have been deleted.

To delete a project/matter/case:

  • Click on Clients & Matters under the Clients tab, select the the desired project/matter.

 

  • Click  on Delete This Matter link.

 

  • Click OK to confirm deletion.

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