You can remove a matter directly within EstateMin. This action removes the matter from EstateMin only and does not delete or change the matter in Clio.
Steps to Remove a Matter
Navigate to the Matter you want to remove.
Click Edit at the right of the matter details row, just below the matter name.
Click Remove.
Confirm the action by clicking Yes, remove.
Once confirmed, the matter will be removed from EstateMin.
When you remove a matter, EstateMin warns you that the action may not be recoverable. This warning refers only to the matter's data in EstateMin. Your matter in Clio is not affected.
What Happens to Clio Data?
Removing a matter from EstateMin does not affect your data in Clio. Any matter information, contacts, or documents that were synced with Clio will remain in Clio.
If you need to remove the matter or related data from Clio, this must be done directly within Clio.
Can a Removed Matter Be Linked Again?
Removed matters cannot be re-linked automatically.
If you need to recover or re-link a removed matter, please contact EstateMin Support using the in-app chat. Our support team can assist you with next steps.