Archive a practice

Overview

Archiving a practice hides it from pickers, so it stops being selectable on new matters and submissions. Existing records that already use it are untouched.

Archive rather than rename when a practice is retired — renaming would rewrite history on work already sent.

Permission required

You need Practice: read or Practice: create. Ask an administrator if the page is not visible to you.

Steps

1. In the left menu bar, click practices under the Firm heading.

2. Click the record you want to work with to open its panel.

3. Click the ⋮ menu and choose Archive, under Danger zone.

4. Confirm. The practice disappears from the default list and can be found again on the Archived tab.

Related

• About practices
• Add a practice
• Edit a practice
• View a practice’s history
• Add a sub-practice
• Add a description
• Approve a description