Delete Cases

LegalServer administrators cannot delete cases. The most common method to remove cases is to reject them, optionally using a custom Rejection Reason lookup value. For example, if a case was created in error, you might create a Rejection Reason called "Case created in error."

LegalServer Support can delete cases by request. Deleting cases also deletes any documents linked to the cases. We can also delete timeslips and/or service/phase records linked to the cases if desired.

The typical cost for this is $1,200, but it depends on the size of your site's database and how many cases you want to delete.

• Process
• Notes to Read

Process

1. Create a report that contains the case numbers of the cases you want to delete. The report can contain other columns if desired, but must contain the case numbers. The default filters on the report must produce the list of cases.

   You may want your report to show client name, date of birth, etc. and export it to Excel or CSV for historical purposes.

2. File a Support Request from your site (Help menu > Support Request) and include a link to the above report. Specify in your Support Request whether you also want linked timeslips and/or service records deleted.
3. If you want to skip the demo site refresh mentioned in later steps, put that in your Support Request, stating that you are willing to take the risk.
4. LegalServer will provide a quote of the cost for deleting those records.
5. If you approve the quote, we will send an order form, upon approval send an invoice, and upon payment, start work.
6. Unless you stated you want to skip the demo site refresh and additional steps, we will:
7. Refresh your demo site from your live site. 
8. Delete the cases in your report on the demo site and notify you.
9. We will wait for you to let us know you are ready to have the cases deleted from your live site.
10. We will notify you when the cases have been deleted.

Notes to Read