I have a duplicate matter, how do I delete one?
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.
First, navigate to the matter and click on the matter's "Info" tab.
As long as there is no WIP (Work in Progress), expenses, or fees created for the matter, there will be the option to delete the matter on this page. Select Delete.
3. Confirm deletion, select OK
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].