Folders provide ready‑made views and filters for reviewing the information stored in them. The views can therefore also serve as substitutes for reports.

With filters, you can limit the dataset to show only the subset you want, for example:

• Your own active matters, or all active or inactive matters in the office
• Matters whose opening date was yesterday, last week, or last month
• Only certain types of matters, such as litigation matters.

If the information you are looking for does not appear in the list, make sure that the selected view is not filtering it out.

If you already know the search criterion when opening the folder, you can enter it directly into the Search field and press Enter. If you lock the selected filters before entering the search term, the chosen view and filters remain active, and the search applies only to that filtered dataset. By default, the search term targets the data fields shown in the view, but you can target other fields using the All fields button. If the search results list is long, you can refine it further using the view selection and filters.

When you move between areas and folders, the software remembers the searches you have made in each folder. This allows you to work on a specific customer’s matters, check your Dashboard entries, and then return to the Matters folder to see the same list again.

If you want to restore the default views for different lists, you can reset your searches by hovering over the area icon and choosing Reload with the right mouse button. This is also useful when you want newly added views to appear or if the data seems stuck.

To make working with views easier, you can save personal default views for different folders, which will open automatically when you enter the folder. You can also pin frequently used views with their filters to the top of the software as quick selections, allowing them to open with a single click.