By default, matters are sorted based on the matter updated date. You can apply various filters to narrow down your matters list and to run better analytics on your matters. Please follow these steps to apply filters.
- Go to the Matters Report.
- Click Filter button located at the right of the Matters Report.
- Choose the filter type and click Apply.
Learn more about Matters
Add a new matter
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter