The matters list
Views, search and the lawyer filter.
Views
| View | Shows |
|---|---|
| Open | Every open matter |
| Needs review | Matters with documents waiting for you |
| Waiting on client | Matters where the client still has things to send |
| Overdue | Matters with documents past their due date |
| All received | Everything requested has been sent |
| Closed | Closed matters |
Search and filter
- Search by client name, email or matter number. The list updates as you type.
- Any lawyer / Mine / a colleague narrows the list to matters a person works on.
Each row shows progress (for example 3 of 8), the due date and what needs you.
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