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.
Unarchive a client or a matter
1. Navigate to Matters
On the Matters page enable the "Show Archived" filter option. This will then update the list to ONLY show Matters that you've archived.
2. Activate
Locate the specific Matter that you'd like to unarchive, then open it up. On the "Info" tab of the Matter, in the location where you'd normally find the Archive button, you'll see a button that says Activate.
Click that, and your Matter and client will be unarchived!