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Start with a real workspace: choose a per-seat plan and begin a 7-day trial. View plans

Troubleshooting and support
For Firm owners only

Prepare ownership, exports, retention decisions, and integration cleanup before destructive workspace administration.

Archive removes records from active views while preserving them. Closing changes a matter's lifecycle state. Disabling a member removes current access while preserving history. Deleting a workspace is a fundamentally broader and potentially irreversible operation.

Do not experiment in the production firm. Use a controlled non-production workspace for workflow testing.

  1. Confirm the acting owner and written authority.
  2. Resolve legal hold, client-file, accounting, employment, privacy, and retention obligations.
  3. Export the authorized data the firm must retain and verify the export can be opened.
  4. Reassign active matters, deadlines, conversations, billing, and integrations.
  5. Plan custom-domain, email, identity-provider, webhook, and payment cleanup.
  6. Use the product's confirmation flow and preserve the resulting audit evidence.

Danger Zone is intentionally separated from ordinary settings. Enter it only to perform a reviewed administrative decision, not to make the navigation cleaner.

In the workspaceOpen Danger Zone

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Matters, documents, time, invoices, trust money and the client portal, in one firm workspace.