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Deleting a matter

Permanently delete your matter

Updated over 3 months 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.

  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. (For more information on the audit trail please visit this support article.)


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. Scroll down to the bottom of the page and click on 'Delete matter'.

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


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

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