Check and Adjust Your Filters
In Access Legal Case Management, go to the Matters screen.
In the top-left corner of the screen, click the three horizontal bars (menu/filter icon).
Review the options shown in this area.
Toggle the relevant options on or off to adjust the filter criteria.
For example, check whether you are including:
Open vs closed matters
Specific departments, branches, or users
Date ranges or other filters
Re-run or refresh your reports after adjusting the filters.
If the filters are aligned across both reports, the results should be much closer, and any remaining differences will be easier to identify.
Still Need Help?
If you have checked and aligned the filters and your reports still don’t match as expected, please raise a question in the digital assistant and ask to "Speak to a human" to be put through directly to our support team.