How can I see all of my client matters on the home page?

You can see a condensed view of your client matters at the bottom of the homepage as shown in the article.

Step 1: Click on the “See all client matters” button on the bottom of the page:

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Step 2: Once clicked, any additional active client matters you have will appear in alphabetical order as shown below:

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How do I view archived client matters?

Step 1: To view any matter that you have archived during this time frame, simply click “View all archived client matters” on the bottom right of the home page as shown below:

 

 Step 2: Once clicked, you will see a full listing of any client matter that you have archived:

 

Step 3: From here, you have the ability to click inside any of these matters to print 'Client Matter reports' (See Client Matter Activity Report) or to “Unarchive” a client matter so that it reappears now on your home dashboard.

Step 1: Select “Unarchive:”

 

Step 2: Once selected, this client matter will now show back on your home dashboard:

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