Accessing the Filter Button

Positioned prominently in the top right corner of each section, the filter button is consistently available across key areas such as prospect lists, individual matters, projects, and more. While the button’s exact location may vary depending on the section, its function remains the same: enabling you to apply specific filters based on the relevant information fields within that section. This functionality helps narrow down results with precision, ensuring you can quickly locate the information you need, whether you’re managing prospects, tracking ongoing matters, or organizing projects.