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How do I Delete a Client or Matter? [FAQ]
How do I Delete a Client or Matter? [FAQ]

Deleting an unwanted client or matter in LeanLaw

Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Q: I have a duplicate matter, how do I delete one?

A: How do you delete a matter? I made a mistake and created one under the wrong client.

How to Delete a Matter

1. Navigate to the matter's Info tab.

Arrow pointing to Info on the Matter's navigation bar

2. Click on Delete

Arrow pointed to the Delete button in the Matter's Info

3. Confirm deletion, select OK

Arrow pointing to the OK which confirms the deletion of the matter.

Matters cannot be deleted if they already have time entries created. In that situation, they can only be archived.

How to Delete a Client

Once all matters associated with a client have been deleted or archived, a client is automatically deleted. To Delete a client, follow the instructions in the following article: How Do I Delete a Client? [FAQ].

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