How to filter matters.

Filtering matters gives you the chance to view matters that conform to defined criteria. Such criteria could be a tile, stage, client, managing attorney, type, and status.

To filter matter:

1. Go to Matters on the left-handed menu

2. Locate and click Show Filters on the extreme left-hand side of the screen

3. Choose a filter option by making an entry in one or more of the six fields

Filter by Matter Title:

Input the exact title of the matter you want to showcase.

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Filter by Client Name:

Choose any client from the dropdown menu to view all the matters ongoing for such a selected client.

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Filter by Stage

Choose any stage from the dropdown menu to view all the matters ongoing for such a stage.

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Filter by Managing Attorney

Choose any Manager from the dropdown menu to view all the matters owned by that manager.

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Filter by Matter Type

Choose any type from the dropdown menu to view all the matters under that matter type.

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Filter by Matter Status

Choose any Status from the dropdown menu to view all the matters ongoing for such a status.