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KLERQ Knowledge Base

Archive a specialist

Overview

Section titled “Overview”

Archive a specialist when they leave the firm. They stop appearing in pickers, so nobody can add them to a new matter or submission, but everything they worked on keeps crediting them.

This is almost always what you want instead of deletion — a departed partner’s matters are still your firm’s track record.

Steps

Section titled “Steps”
  1. In the left menu bar, click specialists under the Firm heading.

Step 1

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

Step 2

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

Step 3

Step 3

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

Step 4

Section titled “Related”