Archive a 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.
Note: In order to see archived matters you must check the box that says "Show Archived" when searching in the Matters tab, or make a selection on the "Show Archived" dropdown menu when pulling reports.
Additional note: Entries for archived matters are unable to be displayed in the Time Entries tab.
1. Log in and navigate to Clients
2. Select the client you want 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 tab, click the Archive button.
5. Confirm archival
Click the OK button.
Note: Repeat these steps until all matters are archived, once all matters are archived, the client will be auto-archived.