Once you have selected the Projects page, you will find options to filter your matters as needed. You can filter by:

• Project status
• Assigned users (staff and collaborators)
• Matter type, or legal category
• Two additional custom fields (“Client name” or “Transaction type,” for example)
• “My projects” versus “All projects”

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To filter your matters, simply click the relevant filter option, make your selection, and your page will automatically adjust the results.