Using the Recovery Bin

Nothing is permanently deleted immediately. All deleted items are recoverable for 60 days.

What goes to the Recovery Bin

• Matters (cases)
• Clients
• Documents and folders
• Time entries
• Calendar events
• Invoices
• Notes (matter and client)
• Appointment requests

Restoring items

Open the Recovery Bin from Settings or the sidebar. Filter by item type. Find the deleted item and click Restore — it returns to its original location with all data intact.

Permanent deletion

Click Permanently Delete to remove an item forever. This action cannot be undone.

Retention and auto-purge

Each item shows a countdown: "X days remaining." Items turn red when 7 or fewer days remain. After 60 days, a daily automated process permanently purges expired items.

Who has access

Only Partner, Admin HR, and IT Admin roles can access the Recovery Bin.