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The Grid

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

Working with the matter grid

Your contract repository where you can edit, filter and share your work

Working with the contract grid

A way to filter your matter list to show or hide completed items

How to show or hide completed matters in your matter grid

Set up your filters and create your preferred Saved Views

Saved Views

You can send and receive shared views for matters and contracts - making it easy to set things up for your team.

How to share views

Save time by editing matters  and contracts directly from the grids.

In-line editing from the grid

Working with the Grid

How to bulk delete matters and contracts, and bulk download contract files from the grid.

Bulk Matter and Contract Actions (download and delete)

Bulk add/remove or reassign owners, managers and members directly from the grid

Bulk add/remove or reassign owners, managers, and members from the grid

Bulk actions

The Developer Center

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Track the progress of all tickets related to your company.

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Tickets

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