Table Column Display & Saved Views

Control exactly which data points appear across your Cases, Tasks, Invoices, Clients, and Documents tables.

Selecting Visible Columns

1. Open Cases (or any module table) and click (2) Columns on the table toolbar, next to Save View.

2. (1) In the Visible Columns modal, toggle fields on or off (Case Number, Matter, Associates, Client, Opposing Party, Court & Docket, Tasks, Intake Date).
3. (2) Click Done to immediately update your table layout.

Saving Custom Filter Combinations with Saved Views

After choosing visible columns and applying table filters (for example, active matters for a corporate retainer client), click Save View next to Columns to bookmark that setup for one-click access. Column visibility preferences remain personal to your user profile.