Filtering matters gives you the chance to view matters that conform to defined criteria. Such criteria could be a tag, client, matter, practice area, billing type, lead source, among others.
To filter matter:
1. Go to Matters on the left-handed menu
2. Locate and click Filter on the extreme right-hand side of the screen
3. Choose a filter option by making an entry in one or more of the ten fields
Filter by Client
Choose any client from the dropdown menu to view all the matters ongoing for such a selected client
Filter by Matter
Perchance a matter has two versions or is split into several parts and you’d like to exclusively see those, select the original matter in the dropdown menu
Filter by Member
Select members in the dropdown menu to filter matters being handled by the chosen member - which could be an outside counsel, secretary
Filter by Practice Area
Select a practice area from the dropdown to see matters divided along the lines of practice areas
Filter by Billing Type
For record-keeping and accounting, you can also filter matters by billing type
Filter by Originating Attorney
For bonus collation purposes, you can filter matters by their originating attorney to see the number of matter(s) the selected attorney brought to the firm
Filter by Responsible Attorney
Filter matters by their responsible attorney to see the number of ongoing matters being managed and supervised by the selected attorney
Filter by Tags
Filter matters by making use of tags previously associated with matters
Filter by Referred By
You can also filter matters according to clients who referred them
Filter by Lead Source
You can also filter matter by the sources of lead that transformed into matters
4. Click X to close the dialog
5. Matters that qualify under the filter(s) should now exclusively appear on your display