Use Search Filters

The Filters pane allows you to search for information based on a variety of criteria. Once you have completed your search, the Export feature allows you to export the data in your preferred format for offline review and distribution.

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

The Filters pane is available within different sections of the application including:

• Time
• Contacts
• Matters
• Billing
• Banking
• Practice Management
• 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 screen, click Search (funnel icon).
   
   The Filters pane pops out, with most of the previous screen remaining visible in the background.
   Note: The filter fields will vary depending on the screen from which you are searching.
3. Use the drop-downs, checkboxes, and manual entry fields to enter your desired criteria.
   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 Reset Filters icon (circular arrow).

Note: To export your search query’s data, see Export Your Data.