How To Delete A Client

How To Delete A Client?

Introduction

There may be occasions when you need to delete a client from Matters.Cloud, such as when duplicate client records exist. This article provides a step-by-step guide on how to delete a client in Matters.Cloud.

Important Considerations

Before deleting a client, it is crucial to understand the implications:

  • Data Loss: Deleting a client will remove associated data, including billing information and comments. Ensure that this data is no longer needed or has been backed up if necessary.
  • Permissions: Ensure you have the necessary permissions to delete clients within Matters.Cloud. This task is typically restricted to administrators or users with appropriate access rights.
Steps to Delete a Client

Follow these steps to delete a client in Matters.Cloud:

  1. Log in to Matters.Cloud:

    • Access the Matters.Cloud platform by logging in with your user credentials.

  2. Navigate to the Contacts Section:

    • From the main dashboard, locate and click on "Contacts" in the navigation menu.

  3. Search for the Client:

    • Use the search bar or scroll through the list to find the client you wish to delete. Click on the edit button to access their detailed profile..

  4. Select Delete Client:

    • Click the "Delete" button. A confirmation prompt will appear to ensure that you want to proceed with the deletion.

  5. Confirm Deletion:

    • Read the confirmation message carefully. If you are certain that you want to delete the client, click "Yes" to proceed. If not, click "No" to abort the process.

  6. Verification:

    • After confirming, the client and all associated data will be permanently deleted from Matters.Cloud. Verify that the client has been removed from the clients list.
Note: Deleting a client removes only their 'Client' details, and the underlying contact (either Organization or Person) will remain on the contacts list. If you wish to remove this also repeat the above steps with their contact record.

Pre-Deletion Checks

Before deleting a Client in Matters.Cloud, the system conducts a series of checks to ensure no  These checks help to prevent errors and ensure a smooth closing process. Here's a list of key verifications that Matters.Cloud makes before a client can be deleted:
  1. Matters: The system ensures there are no associated matters.
These checks ensure that the Client can be deleted. If any of these checks fail, you will need to address the issue before the Client can be deleted.




    • Related Articles

    • How to Delete Time Entries

      Introduction Time management is crucial for ensuring accurate billing and reporting. There may be instances where you need to delete a time entry due to errors or adjustments. This guide outlines the steps for deleting time entries within ...

    • How To Create A Client?

      Introduction Clients in Matters.Cloud serve as a central point of reference for managing various legal processes, from matters to invoices, receipts, and related contacts. Properly setting up and associating clients with these entities is crucial for ...

    • Trust/Client Account Management Overview

      Overview Law firms are required to operate under guidance from a local authority/bar association in most jurisdictions. As a general principle this requires that law firms deposit funds into a specific account that is separate from a lawyers own ...

    • How Do I Add A Client Address?

      Introduction Clients can have one or more Addresses associated with each record. This guide talks through the process of creating a new Address for an existing Client. Create New Address Step 1: Find Existing Client Select Clients > All clients and ...

    • How To Create A Trust / Client Account Transaction?

      Introduction Matters.Cloud empowers both legal professionals and administrative staff to seamlessly navigate the intricacies of trust and client account transactions. This article serves as a guide, offering step-by-step instructions and best ...