In Lawcus, managing your legal matters efficiently is crucial. If you need to remove an unwanted matter, our platform provides a straightforward process to delete matters. However, it's important to be aware that deleting a matter can affect associated data such as tasks, notes, files, and meetings. This guide will walk you through the steps to delete a matter while highlighting the potential consequences.
Please Note: Exercise caution when deleting matters, as this action cannot be undone and may impact connected data.
Step-by-Step Guide to Deleting a Matter:
Navigate to the sidebar menu, and click on "Matters" to access the Matters screen.
Locate and click on the specific matter you wish to delete. This action will open the Matter Details screen, where you can review the matter's information before proceeding.
You will find the "Quick Actions" panel within the Matter Details screen. Click on the "Delete Matter" option within the Quick Actions panel.
A confirmation prompt will appear. Click on the "Yes" button if you are certain about deleting the matter.
By following this guide, you can confidently navigate the process of removing unwanted matter entries while making informed decisions about your legal workflow in Lawcus.