View Matters from Matters List Page

You can view all of your matters from the Matters list page which is available from the left sidebar navigation. Click on the "Matters" or briefcase icon link.

Once on the Matters list page, you can perform various actions:

Save Custom Filters on Matters List Page

When you filter matters, you have the ability to "save" the filter options you currently have applied to the matters list. This is a very powerful feature to help you organize and quickly access the specific matters you need.

How To Save A Custom Filter:

  • On the Matters list page, select a filter dropdown on the page, such as Client, Matter Type, or Status. You can also select the "More filters" button for more filtering options.

  • After you have applied the filters you need, click "Save Filters"

  • Enter your custom filter name in the pop up panel

  • Click "Save Filters"

  • You will now see a new oval, pill shaped button underneath the filters

  • Click "Clear Filters" to clear all filter options

  • Click your new custom filter name button and you will see all the filters re-applied automatically!

By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.

If you have any questions, please let us know!

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