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.
- Confirm the acting owner and written authority.
- Resolve legal hold, client-file, accounting, employment, privacy, and retention obligations.
- Export the authorized data the firm must retain and verify the export can be opened.
- Reassign active matters, deadlines, conversations, billing, and integrations.
- Plan custom-domain, email, identity-provider, webhook, and payment cleanup.
- 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.
