This article explains how to access Active Matters in Insight Legal. 

Accessing Active Matters

To access Active Matters, follow the steps below: 

1. Click Cases

2. Select Active Matter from the Case column 

   

3. A tab for Active Matters will open with all your Active Matters listed. 
4. Click on the Filters dropdown, and you will be able to filter by: 
   • Fee Earner
   • Branch
   • Department 
   • Matter Type
   • Date Opened From 
   • Date Opened To
5. Once you have selected your filters, click Apply

6. Double-click on a Matter, and you will be navigated to the Case Enquiry screen.