Working with the matter grid

Filtering and sorting matters, contracts, and policies by customizing the matter grids.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

We use a common system to help you manage matters, contracts, and policies, which we call 'the grid'

Grids exist in many places in LawVu, and all work the same way. This is a great way to see a list of completed matters, matters waiting on people, etc.

In this article:

Changing the grid page size

By using grid page size and skip options, you can see more matters at once and avoid manual page turns. You can customize how many matters you see on each page, choosing from 25, 50, or 100 records, and easily switch between different pages, eg going from page 1 to page 3.

Adding columns to the matter grid

The grids can be customized to show you a lot of different information. To add or remove columns from your grid view, click this Column Selector button at the top right of the grid.

This will open an interface over the top of the grid, allowing you to choose the columns you want to see. You can drag the options from left to right and up and down. This order will be reflected in the grid when you press 'Apply'

NOTE - Adding too many columns can slow down your experience while the grids build. Instead - you can use the Saved views feature to create as many variations of the grid as you like and switch between them as you need to.

Filtering the grid

The grid is split into rows and columns - the very top row controls the various columns and, in most instances, lets you sort the grid based on that column - as well as filter the results shown in the column.

Here's an image of the top row of a typical grid.

Here is a zoomed-in view of the 'sort' and 'filter' controls.

There are two ways to filter your view of the grid.

  1. Add attribute columns to your grid and filter within those.

  2. Use the Filter tool above the grid without adding additional columns.

For example, if we have a list of matters and we want to isolate just those that are "Active," we could achieve this in two ways:

  1. Use the Column Selector button to add the column for the "State" attribute to our grid and filter within that.

  2. Use the filter tool above the grid to add the "State attribute", and filter via that.

In the first method, we add the "State" column by dragging that attribute from left to right and clicking Apply.

Next, click the filter icon at the top of the "State" column to reveal our filter options. The filter icon will display various filters depending on the information in the column. In this example, we would select "Active" and click the Filter button at the bottom of the drop-down to apply.

The grid will then refresh and show only matters marked as "Active."

Alternatively, in the second method, we could use the Filter tool at the top of our grid to filter by "State." First, click the Add Filter button.

In the search box, if we begin typing "State," we can select the prompted "State" attribute.

This will cause the "State" dropdown to appear, from which we can select "Active" and click the Filter button at the bottom.

Again, the grid will then refresh and show only matters marked as "Active."

Note: When using the filter tool above the grid, you must select at least one filterable option. For example, if you add the "State" filter and click the Filter button without selecting any of the options listed in the dropdown, the filter will simply close.

Saving custom views

Once you have your grid organized via your preferred columns and filters, save it by either clicking the Save button or else store it as a custom view by selecting Save as and naming it.

Alternatively, click the 'plus' icon found on the right side of your 'My views' list.

A pop-up will appear, and you can give the view a name.
It will also appear in a panel in your dashboard so you can jump directly to the saved view.

Check this article to find out How to share views with other people.

Exporting to Excel

When you need to have more spreadsheet-like control over your matters, you can easily export the current view of the grid to Excel so that you can manipulate it as required.

  • Set up the matter list as required to get the raw set of data (as above with columns, filters, etc.)

  • Then - click the 'Export' icon from the toolbar at the top right corner of the matter list.

This will create a downloadable report which that can be exported into an Excel file to download into your computer.

Editing from the Grid

The data within your grid can be edited directly from the grid view if the In-Line Editing option is enabled. Read more about this feature here.

Auto-join matters

In-house legal members and Administrators with Full Matter Access Permission can join matters automatically, without needing to go through Preview first and add themselves to each matter individually.

To do that, tick 'Automatically join matters and contracts in the future' from the' Join matter' modal.

You can toggle this setting also from your profile ( top right of the screen ) and scroll down to Settings:

This setting will ensure you automatically become a member and have full access to the matter/contract after clicking on it, avoiding needing to go to Preview first.

If, at a later moment, you decide you no longer want to be a member on those matters, you can easily select the matters and use the bulk reassignment option to remove yourself:

Read more about bulk reassignment here

Bulk delete matters from the grid

To bulk delete matters, select the specific matters you want to be deleted and then click the Delete icon on the top:

A page refresh helps remove the deleted matters entirely from the grid list.

For more information on bulk actions from the grid, click here.

Bulk reassignment

Users can reassign owners and managers, and add or remove members for matters or contracts, in bulk, directly from the grid. To check how, go to this article

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