Matter Filtered Views

Filtered views in your matter table provide a powerful way to customize your workspace, allowing you to focus on the information that matters most to you. This guide will walk you through the steps to create and manage filtered views efficiently.

Accessing Filtered Views

1. Hover over the "CRM" tab at the top of your Lawmatics account and select "Matters".

2. When taken to your "Matters" table, you'll notice filters to choose from in the upper left corner of your matter table page.

Applying Filters

1. To create a new filtered view or start editing an existing filtered view, select the desired filtered view from the dropdown described in the previous section.

2. Once you have a filtered view you would like to adjust, select the "Filters" icon in the upper right corner of your matter table page.

3. Choose the field(s) you want to filter by from the dropdown menu. This can include any standard or custom fields in your Lawmatics account and can use "AND" or "OR" conditions.

4. Enter the filter criteria or select from available options.

5. If you would like to add multiple filters, select the "Add Filter" button and repeat the above steps above.

Saving Your View

1. Once you've configured your filters to your satisfaction, you can either select "Update View" if you would like to update the existing view you had selected or select "Save New" to create a new filtered view.

2. If saving a new filtered view, give your view a descriptive name to easily identify it later.

FAQ

Why can't I update one of the Lawmatics pre-built filtered views?
As you can see, there are three pre-built filtered views of PNCs, Hired, and Lost. These statuses are not editable and will always be standard filtered views on your matter table page. Since these are only going to take into account the status of the matter, when editing these filters the only option you will see to save the view is "Save New".