In Clio Manage, you can restore a contact deleted in error using the Recovery Bin. The Recovery Bin holds deleted items for six months, which gives your firm time to catch a deletion well after it happens. A recovered contact returns to your contacts table, where you can compare it against your records and re-enter anything absent.
Note: Contacts removed via the bulk operations tool remain deleted. The Recovery Bin does not retain them. To consolidate duplicate records rather than delete them, refer to Merge Contacts Manually.
Recover a contact from the Recovery Bin
- In Clio Manage, click Settings > Recovery Bin.
- Click Filter.
- Under Type, select Contact, then click Search.
- Click Recover beside the contact.
- Click Ok.
Check a recovered contact
A recovered contact may return with some information absent. Open the contact dashboard and confirm each of the following against your own records.
Tip: To re-enter any missing information, edit the contact. After recovery, the client portal and Clio for Co-Counsel access are re-enabled.
- Contact information, including phone numbers, email addresses, and addresses
- Contact custom fields
- Billing preferences, including the payment profile and any client rates
- The client's matters and any associated matters
- Contact notes
Up next
Edit and Delete Contacts: Re-enter any information that did not return with the recovered contact.