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