Delete a Case
Delete a case only when it was created by mistake. This action is permanent and cannot be undone. It removes the case and all associated records from your workspace. Use this workflow to permanently remove an accidental case from your firm. Closing a case is the appropriate action for matters that have concluded.
Go to Cases in the sidebar.
Open the case you want to delete.
Click Edit Case.
Scroll to the bottom of the edit panel.
Click Delete Case.
Confirm the deletion in the confirmation dialog.
Warning: Deleting a case permanently removes all associated documents, tasks, billing records, and communications. This action cannot be undone.
Note: If a case has concluded, use Close a Case instead of deleting it. Deletion should only be used for cases created by mistake.
Tip: Before deleting, check whether any documents, invoices, or time entries should be saved elsewhere first.
Related: Close a Case · Reopen a Case · Create a Case