How do I delete a matter?

Deleting matters requires the right permissions.

Alina avatar
Written by Alina
Updated over a week ago

In this article:

How to delete a matter

To delete a matter, look for the Ellipses button ( the three dots ) menu on the right-hand side of the Matter Details and select Delete Matter.

You will then be notified that deleting the matter will also delete any associated files and contracts.

If you want to delete multiple matters simultaneously, you can take advantage of the bulk delete option from the grid.

Note that deleting matters requires appropriate permissions. Select the matters you wish to delete by ticking the checkboxes in the grid, and the Delete icon will appear at the top of the matter list. Clicking this icon will prompt a modal to confirm the deletion.

Learn more about bulk actions on matters and contracts by clicking here.

Who can delete matters?

If you are an Administrator, and you have the below permission, then you can delete any matter in your organization:

As an administrator, you also have the option to permanently delete matters. Learn more about it by clicking here.

If you are an In-House Legal team member or Contributor and your Administrator has switched on this permission for you, you will be able to delete any matters where you are an owner, manager, or delegate.

If you find you cannot delete your own matters, please contact your Administrator and ask him to grant you this permission.

If you are a Standard User, please contact the Matter Manager/Administrator and ask them to delete the matter/contract for you.

How to become a matter owner/manager

Just click on the person listed as the Matter owner or manager at the top right of the matter - a dialog window will appear, and you can assign yourself accordingly.



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