The Firm Matters Table lets you explore all your firm's matter data in one place. By default, you'll see the Main Table View. This view gives you a complete picture, showing all available data points without any filters.
Think of it like a giant spreadsheet. You have the power to:
Slice and Dice: Use filters to narrow down the data and find exactly what you're looking for.
Hide or Show Columns: Hide columns that aren't relevant and show only the information you need.
This way, you can quickly drill down to the details that are most important to you and your work. In this article we will be covering:
Note: You can view a Matter Detail page anytime by clicking on the matter name or number. Click here to learn more about matter profiles!
Customizing Columns
You are in the driver seat with what types of information you want displayed! This includes being able to select which columns you would like to hide or show, as well as reorder them. There are columns available for the various data points available within your Insights dashboard, including:
Matter Description Information (ID number, matter number, matter description, date open, date closed, client name, client type, department, matter type, matter status, office, practice, provider, representation type, opportunity source, jurisdiction)
Matter Hours Information (Assigned attorneys, hours fiscal year to date, hours calendar year to date, hours in the last 12M, last billed date, hours month to date, total hours, prior fiscal year hours, prior calendar year hours)
Special Matter Tags
Skills Acquired
Phase
To reorder the columns being displayed, simply click on the column name to drag and drop the column. Move these columns in the table display or within the column pop-out window by grabbing the dots to the left of the name.
Example: If you only want to see matter number, name, office, and hours billed YTD, you would simply select these boxes from the columns menu. Any columns not selected will not show up in within your table.
Filtering Data
The Table Filters allow you to drill down and find the exact information you are searching for. The filters available mirror the column types above.
Example: If you want to know how many asylum cases were opened since the start of the month, you would simply filter by opened date and matter type.
Create Row Groups
Row Grouping allows rows to be grouped by columns with the grid performing a 'group by' operation on the rows supplied to the grid.
Build your desired groups by dragging the column header to the top of the table. This will then allow for you to see the data grouped based on the selected column.
This feature can be used if you'd like to view data grouped by a specific metric (ex. client type, provider etc.).
Saved Views
Once you have your desired columns and filters, you can then name and save this view, so that you (and your fellow administrators) can use this view in the future, without having to recreate these steps. This data is dynamic, so it will update as the status updates (ex. increases in hours, change of office etc).
You can also favorite, edit or delete these views at any time. A "favorited" view allows you to quickly find your most used views!
Note: If you try to delete a view that is favorited by another user, a warning will be displayed indicating a colleague has it in their favorites list.
Example: You provide a monthly report to the global committee chair with how many hours have been billed to asylum cases in the last month. You can save this report, favorite it and then easily return to this information every month.
Add Tags
From any view, you can also add tags to specific matters by selecting the "Add Tags" button on the top right-hand side of the table. This will allow you to add tags to matters in bulk. For more information on Tagging and Tag Management, check out this help article!
All views are exportable by right clicking anywhere in the table! You can chose to export to either Excel or CSV.
Note: You can quickly search for any keyword within the able by using the local search bar in the top right-hand corner of the table. The search will look for exact matches.
