Filtering matters in Lawcus allows you to view matters that meet specific criteria, allowing for a more organized and efficient data analysis while making informed decisions.
Steps to filter matters in Lawcus
Navigate to the
Matters section, and click on theFilter optionto open the filteringdialog box.Choose from various
filter criteria, theOperatorandFilter Value.
Click on
+ Add Filterto add multiple filters and click onRemove Allto remove all filters in one go.Once you have selected the desired filters, the matters that meet the specified criteria will appear.
To close the filtering dialog box,
click outsidethe dialogue box. To close individual filters, click on the X Button next to Value.
For each criterion, type a few letters to see the concise dropdown list, from which you can select the desired item.
You can filter matters based on the following criteria: Matter Number, Name, Client, Description, Pipeline/Stage, Open Date, SoL, etc. It is basically all available columns.