You can delete matter by following the below steps:

  1. Go to Matters Report, select the matter record you want to delete.
  2. Click Operations Menu.
  3. Click Delete.

While deleting matter you will be asked to confirm or reject the action by clicking “OK” or “Cancel” in the dialogue box appeared.

NOTE: To safeguard accidental deletes, we restrict deleting matters which contains any records like contacts, tasks, time entries, invoices etc. You need to delete all the associated records manually before deleting a matter. Any record once deleted, cannot be recovered, so please exercise precaution before deleting.

Learn more about Matters

Related Articles:
Matters Overview
Add a new matter
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Edit matter
Matter searches
Using filters to sort matter

About LawGro:

LawGro is a next generation law practice management software to help lawyers deliver client happiness and grow business.

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