Create a Custom Matter List

You can configure a list of your matters that is limited to the specific matters you want to work with. You can also save it so it is available in the future.
  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. In the drop-down, select
    Create Custom Matter List
    .
  3. Select
    Custom Matter List Options
    .
  4. Select custom matter list options as needed to create your list.
  5. Select the
    Save Custom Matter List
    check box, and then enter a name for your list.
  6. Click the
    Generate List
    button.
  7. To save this list check the
    Save custom matter list
    checkbox.