The Filter tab allows you to search for information based on a variety of criteria. Once you have completed your search, you can save the view to come back to later. The Export feature allows you to export the data in your preferred format for offline review and distribution.

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Note: Users that are restricted using the Ethical Wall feature will not be able to use the search filter for certain Clients-Matters.

The Filter tab is available within different sections of the application including:

  • Time
  • Contacts
  • Matters
  • Billing
  • Banking
  • Practice
  • Accounting

Use Search Filters

To apply search filters and export your results:

  1. From the left navigation panel, click the applicable screen.
  2. From the toolbar atop the grid on the screen, click Filter.
  3. From the Filter drop-down, select the search filter.
    Note: The filter fields displayed in the drop-down will vary depending on the screen from which you are searching.
  4. Based on your search query, further refine your search using the Status field or any other additional fields that display.
    The background screen from which you are searching updates with each criterion you apply.

    Note: If you have entered criteria, but need to reset the filters to their default settings, click the x icon beside the additional fields.

  5. To save the grid and come back to it later, click Save View. Enter a name for your view, toggle on to Set as default view, set permissions and click Save.

  6. To export your search query's data, click the Export icon. To learn more, read Export Your Data.