In Lawcus, managing your pipelines efficiently is crucial to streamline your workflow. The process is simple and straightforward if you need to remove an unnecessary or outdated pipeline. Follow the steps below to learn how to delete a pipeline in Lawcus.
Navigate to the User avatar icon in your screen's top right-hand corner. Click on it.
From the menu, select "Settings."
Locate and click on the "Firm Settings" section.
Within the Firm Settings, locate and click on the "Manage Pipelines" option. This will open a list of all the pipelines associated with your firm.
In the list of pipelines, identify the pipeline you wish to delete. Adjacent to the pipeline's name is a Delete icon (trash bin symbol). Click on this icon to delete.
Deleting a pipeline in Lawcus is a straightforward process that involves just a few simple steps. Following this guide, you can efficiently manage your pipelines and organize your workflow. Remember, if you have an active matter attached to a pipeline, you cannot delete that pipeline.