FAQ
Q: Our firm has clients we never entered billable services for, how do I delete a client?
A: Once all the matters are deleted for a client, it will automatically be removed from LeanLaw.
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Deleting a client required deleting all matters. A matter can only be deleted if there are no submission of services, expenses or fees. Once a matter is deleted, the changes can not be undone.
Delete a Client with Matters
1. Login and navigate to Clients
2. Select Client
Locate your client using the filters and/or search bar. Click on the Client.
3. Select the Matter
On the left side a list of matters will be available to select. All must be deleted, to delete the client.
4. Go to Matter's Info
Once the matter has been selected, navigate to the Matter's Info.
5. Delete
As long as there is no WIP, expenses, or fees created you will have the option to delete the matter. Select Delete.
6. Confirm deletion, select OK
Note: Repeat these steps until all matters are deleted, once all matters are deleted the Client will be deleted.
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Delete a Client without Matters
1. Login and navigate to Clients
2. Check "Show Clients without Matters"
Using the filter on the left side, check the box. If you know the name of the client you can also utilize the search bar.
3. Select Delete
Once you locate the client in the list there will be an option to either Delete, or Create Matter. Once you select Delete the changes can not be undone.
4. Confirm Deletion, select OK
