Custom Views
A view is a saved way of looking at your matters — which columns show, in what order, and which matters are included. Instead of re-filtering the list every time, you save the arrangement once and return to it from the sidebar with a single click.
What a view is
The matters list can show far more information than fits on screen at once. A view lets you decide, for a particular purpose, exactly which columns appear and how the list is sorted and filtered. You might keep one view for patents, one for designs, one for matters currently in drafting, and one for trade marks — each showing only the columns that matter for that work.
Saved views live in the sidebar under Matter Views (and Task Views for task lists). Clicking one loads its columns, order, sort and filters instantly.
Editing a view
Open the view settings (the cog icon at the top right of the table) to open the Edit View panel. Here you control everything about the current view.
Choosing and ordering columns
The editor shows two lists. Visible Columns are the columns currently on your table (such as ID, Name, Type, Current Step, Filing Date, Applicant, Attorney). Available Columns are the many fields you could add — for example 30 Month Deadline, Acceptance Deadline, Agent Ref, Application Number or Classes.
- Use the → arrow to move a column from Available into your view, and ← to remove it.
- Use the up and down chevrons beside a visible column to change the order it appears in from left to right.
Naming the view
Give the view a clear View Name — this is the label it will carry as a sidebar shortcut, so name it for its purpose ("Trademarks", "In Drafting", and so on).
Show closed matters
By default a view hides matters that are finished. Turn on Show closed matters to include them — closed matters are those whose current step is marked as a closing step. Leave it off to keep the list focused on active work.
Save Layout vs Save as New View
There are two ways to save, and the difference matters:
- Save Layout updates the view you are currently in, keeping its name and sidebar shortcut. Use this to refine a view you already have.
- Save as New View creates a brand-new saved view under the name you entered, and adds a fresh shortcut to the sidebar — leaving the original untouched. Use this when you want a new view without disturbing an existing one.
Share as Link
Share as Link generates a public, read-only web link to the current view — a client-facing listing of matters. Anyone with the link sees only the columns and filters in this view, and nothing else in your system.
This is ideal for giving a client a live listing of their own matters: filter the view to that client's name, add the columns they care about, then share the link. Because the link only ever shows the shared view's columns and filtered matters, the rest of your caseload stays private.
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