Delete a case

Delete a case only when it shouldn't exist at all, such as a duplicate or a test. To keep a finished case's record, close it instead; see Close or reopen a case. Admins and Managers can delete cases.

1. 1

   Find the case

   In Cases, find the case on Active or Closed.

2. 2

   Choose Delete Case

   Choose Delete Case, the bin icon, in its row. The Delete Case window names the case and its Tag IDTag ID A permanent label you give a case, such as rear-end-2026, also shown as Reference ID and used in imports., says "Deleting this case can't be undone.", and lists what goes.

3. 3

   Confirm the deletion

   Choose Delete. "Case Deleted Successfully" shows, and the case leaves your list.

What happens next

• Nobody is told. Until the deletion finishes, the case still shows in the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. of the people on it, but opening it says "You don't have access to this case."
• Anyone invited to an upcoming event on the case gets its cancellation, which takes it off their calendar. Reminders stop at once.
• The case's invoices leave Payments. Payments made online stay in your Stripe account.
• Once the deletion has finished, which takes a while, a new case can use its Tag ID. See Fix "Case reference ID is already in use".