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How do I UNLINK a client/contact from a case?

This article will walk you through unlinking clients and contacts from existing cases/matters.

Updated yesterday

Following along in MyCase is recommended as you read the article.

Overview

In the instance that you need to remove a client or contact from a case for any reason, you can do so in 8am™ MyCase.


Unlinking a Client/Contact

First, open the Case Details page for the case that you'd like to unlink someone from. Click the Contact & Staff Link button. You will be taken to a list of all the clients, contact, and staff who are linked to the case.

Notice the dark gray X to the right of everyone's name. Click the gray X to unlink the person from this case. You will be asked to confirm that you'd like to unlink this person from the case.

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  • The Billing Contact can not be unlinked from the case unless you deselect them as the Billing Contact first.

  • Unlinking someone from a case does not delete that person in MyCase. They will still be listed as a contact in your contact database.


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