Client and Matter Tables

Client and matter tables can be accessed by clicking the search and See all matters will show to the matters table, See all clients will display the clients table.

Alternatively you can use the Case management menu, Clients will show the Clients table, choosing Matters shows the Matters table

Clients table

Clicking the Actions menu you may create a client by choosing New client, you can also open the list in Excel by choosing Export as CSV.

The option Columns shows a list of columns you can untick (hide) and tick (reveal) the information you wish to see listed.

The clients table allows you to set filters to search with in it. You can type where it says contains and press return or choose options where it says select.

Selecting the vertical ellipsis at the end of each row shows further options which allows you to Edit the client, add matter and view the client workspace

Matters table

Clicking the Actions menu you may create a new matter by choosing New matter, you can also open the list in Excel by choosing Export as CSV.

The option Columns shows a list of columns you can untick (hide) and tick (reveal) the information you wish to see listed.

The matters table allows you to set filters to search with in it. You can type where it says contains and press return or choose options where it says select.

Selecting the vertical ellipsis at the end of each row shows further options which allows you to Edit the matter, post time for the matter, as well as viewing the workspaces and create new documents, emails, key dates and even requisition.