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How to Filter Matters in Lawcus?
How to Filter Matters in Lawcus?

Learn how to efficiently filter matters in Lawcus for a more organized and focused workflow.

Harsimran Singh avatar
Written by Harsimran Singh
Updated this week

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

  1. Navigate to the Matters section, and click on the Filter option to open the filtering dialog box.

  2. Choose from various filter criteria, the Operator and Filter Value.

  3. Click on + Add Filter to add multiple filters and click on Remove All to remove all filters in one go.

  4. Once you have selected the desired filters, the matters that meet the specified criteria will appear.

  5. To close the filtering dialog box, click outside the 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.

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