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Client & Contact Management

Archive a Client

Archive a client

  1. Open the client in the firm app.
  2. Open the three-dot menu in the top-right corner.
  3. Select Archive.

The client actions menu with Archive selected

If the client has incomplete Jobs, Tidyflow asks whether to complete or delete those Jobs before archiving the client. Review the count, then choose Complete all jobs and archive or Delete all jobs and archive. This action cannot be undone.

Archive options for a client with incomplete Jobs

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Automatically add Contacts to Client Requests

Last updated August 25, 2026