In addition to traditional search via the filter tab, you can use AI-powered filtering across several grids in the application. Simply click the AI icon and type your query in natural, everyday language. No need to navigate through multiple filters or recall exact field names—the system intelligently translates your request into precise search parameters. Based on your prompt, the system immediately displays the relevant results that match your criteria.

Use the AI Filter

To use the AI filter:

  1. From the left navigation panel, click on any grid:

    1. Matters

    2. Billing > Time/Expense

    3. Banking > Transactions

    4. Calendar > Grid View

    5. Practice > Task > Grid View

    6. Matter > Tasks

    7. Matter > Banking > Transactions

  2. From the toolbar above the grid on the screen, click on the AI icon.

  3. You will get suggestions for prompts that you can enter. To search for specific results, enter words, or a sentence in the space and at the end of the row, click Go.

  4. The system will apply filters based on the prompt entered by you. Based on your search query, the results will display in the grid below.