FAQ
Q: How do I archive a client our firm is no longer working with?
A: To archive a client, you will first need to archive all matters associated with the client.
__________________________________________________________________
Archiving inactive clients can clean up and optimize LeanLaw by reducing the loadable client data that is no longer needed. All reports have a Show Archived filter to include any archived data and if a client or matter is archived it can be unarchived.
Archive a Client
1. Log in and Navigate to Clients
2. Select the Client you'd like to Archive
A Client/Matter is ready to be archived once all billable services, fees, etc have been billed and no further work will be performed.
3. Select the Matter to be Archived
If a Client has multiple Matters Steps 3-5 will be repeated until all Matters are Archived.
4. Select Archive
In the Matter's Info, select Archive
5. Confirm Archival, select OK
Note: Repeat these steps until all Matters are archived, once all Matters are archived, the Client will be reverted to being archived.