Contents
Sorting and Filtering Matters
Matter Dashboard
Quick entry
Matter contents
Contact details
Matter details
Custom Fields
To access the Matters page, tap the "Matters" icon at the bottom of the screen.
To sort and filter your listed Matters, tap "Filter edited" to the right of Recently edited:
You will have the option to sort by recently edited and alphabetically.
You will also find the option to filter which Matters are listed. You can filter by Matter status, Client, Responsible Attorney, Originating Attorney, Billable status, and Practice area. Once you have selected your filters, tap the checkmark in the top right corner to apply and return to the Matters list.
When a filter is applied, you will notice the text change from "Filter matters" to "Filters applied".
By clicking on a Matter, you will be taken to that Matter's dashboard.
From here, you will have access to the following:
Quickly add things like Time Entries or Calendar events to the Matter.
Provides quick navigation to specific information on the Matter.
Displays two Contacts, the primary Contact and one Related Contact, unless expanded.
All of the relevant Matter information, similar to the Web dashboard.
Provides a list of Custom Fields on the Matter.
