Deleting a matter

Permanently delete your matter

Legatics Support avatar
Written by Legatics Support
Updated over a week ago

If you have completed a transaction and no longer need to manage the matter on Legatics, you can delete the matter.

⚠️ Deletion is permanent. Once deleted, matters cannot be retrieved.

Please ensure you have downloaded any files that you need, including Word versions of your lists.


Exporting a matter before deleting it

  1. Word download each list on your matter. To do this, click on the Word icon at the top right-hand side of each list.

  2. Zip and download each list on your matter. To do this, click on the .zip icon at the top right-hand side of each list.

    ⚠️ This download does not include all uploaded versions of a file, just the latest version.

  3. Click on 'Manage matter' at the top right hand of your screen and select 'Audit Trail' on the drop down to download the matter audit trail.

    See the article on audit trails for more information.


How to delete a matter

  1. Click on 'Manage matter' at the top right-hand of your screen and select 'Settings' on the drop-down.

  2. Click on 'Delete matter' beside the bin icon in the matter settings.

  3. You will be required to type 'DELETE MATTER' in the box in order to delete the matter.

  4. Finally, click on 'Delete Matter' in blue to permanently delete your matter. Please note that this is a permanent deletion of all matter data. The matter cannot be recovered after deletion.

    If you have any further questions please get in touch with us at support@legatics.com.

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