Working with Firms

Your firms list

The Our Firms page shows the list of your firms. When you select a firm from the list, a new page opens with tabs that let you view detailed information about the firm. Several additional functions are available on this page.
To open the Our Firms page, select Firms > Our firms in the left navigation.

Find a firm in the list

Search for firms in the list
Type all or part of the firm name in the Search by firm name field and select the Search button.
Sort the firms list
To use the header rows to sort the data in the list:
  • 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.

Find a firm using filters

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.
  1. Select the Filters button.
  2. Use any combination of the filters to help you find the specific information you are searching for. You can:
    1. 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.
    2. Select the Classification field to filter the list by preferred or standard firms.
    3. Select Type of Service provider to filter the list by service provider.
    4. 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.

Related content

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company