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Managing firms

Using Filters to Find a Firm

You can use filters to quickly find a firm in the list of your firms, sort on header rows, or search for the firm by name.
To search by firm name, type all or part of the name in the
Search by firm name
 field and select the
Search
button.
You can also export the list of your firms or your firm evaluation surveys to a spreadsheet.

Searching for Firms in the List

Type all or part of the firm name and select the
Search
button.

Using Filters to Find Firms

To use the filters to find a firm:
  1. Click
    Firms > Our firms
     in the left navigation.
    1. Select the
      Filters
      button. Y
    2. Use any combination of the filters to help you find the specific information you are searching for. You can:
      • Check a box in the
        Status
        section to limit the list by active, inactive, or restricted, or any combination of the three. To remove a filter, you can clear the checkbox or select the
        X
         next to a filter in the
        Status
        list.
      • Select the
        Classification
         field to filter the list by preferred or standard firms.
      • Select
        Type of Service
        provider to filter the list by service provider.
      • Select the
        Select
        button under a category and select one or more checkboxes that correspond to a category to use as a filter. Check the box next to the category you want to add, then select the
        Add
        button.
    3. Click
      Apply
      .

Sorting the Firms List

To use the header rows to sort:
Click on any column header to sort data by that column.
For example, clicking on the column header
Name
sorts the data in the list alphabetically in ascending order (A to Z, or smallest to largest). The small arrow indicates that the data is sorted in ascending order.
Clicking on the same column header again sorts the data in descending order (Z to A, or largest to smallest). The small arrow changes to a down arrow.

Exporting Firm Data to a Spreadsheet

To export the list of your firms or the evaluation surveys to a spreadsheet, select the three small dots icon on the toolbar. On the menu that opens, select
Export firms to CSV
 to export the list, or
Export evaluation surveys to CSV
 to export the results of the survey.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company