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Archive or manage "inactive" clients

How to manage clients who temporarily pause services or return for special projects, and what to expect when archiving a client.

Updated this week

When Clients Pause or Re-Engage on Special Projects

If a client is taking a break or only engages for one-off projects, many firms handle this by:

  • Creating a dedicated team called “Inactive Clients” with only senior staff or executives added to that team

Important Notes:

  1. Reassignment of Users: When you move a client to a new team, any users not in that team will be unassigned from the client.

  2. Task Visibility on the workspace: If workflows are still active, users in the “Inactive Clients” team will continue to see the tasks in their workspace. Deactivating the workflow will remove the tasks from their workspace

Archiving a Client

Before archiving, be sure to download all essential files and information related to the client.

What Happens After Archiving:

  • Future tasks and meetings will be removed from your workspace.

  • Some historical data will remain accessible, including:

    • Tasks on the workspace

    • Time entries (logged and budgeted hours)

Forgot to Download Client Data Before Archiving?

Contact our Support Team – we may be able to assist manually.

  • However, note that some information cannot be restored, including:

    • Credential-related resources (not stored for security reasons)

    • Client workflows

✅ The following can be restored:

  • Client profile (details, contacts, engagement overview)

  • Document storage

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