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 work the same way. They are a great way to see a list of completed matters, matters waiting on people, etc.

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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, e.g., going from page 1 to page 3.

The grids can be customized to show you a wide range of information. To add or remove columns from your grid view, click the 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.

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 and 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.

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:

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.

If we begin typing "State " in the search box, we can select the prompted "State" attribute.

This will cause the "State" dropdown to appear. From there, 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."

You can sort matters by clicking the column headers. The arrows in the header will let you sort in ascending or descending order and change color when sorting is applied.

When you want to sort the grid according to multiple columns, click the header for the first column, then the header for the second, etc. The numbers in the header indicate the sorting order.

In the example below, we've sorted the 'My Matters' list according to 'due date' and 'urgency.'

To change the sorting order, click on the column header to remove the sorting and then reapply sorting until you achieve the desired order.

Once you have your grid organized via your preferred columns and filters, you can save it by clicking the Save button to make this view your primary view or save 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.

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

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

If the In-Line Editing option is enabled, you can edit the data within your grid directly from the grid view. Read more about this feature here.

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.

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.

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