This article explains how to filter Cases and Case Contacts in Unity® Practice Management.

Filtering Cases

1. Click on the Clients & Cases icon, and select Filter Cases

   

2. You can filter by the following options:
   • Matter Code
   • Matter Description
   • Client Name (containing)
   • Client Name (starting with)
   • Matter UFN
   • Case Type
   • Fee Earner

3. Select a filter, for example, Fee Earner, and click the Filter button. This will return all Cases associated with that Fee Earner

   

Filtering Case Contacts 

1. Click on the  Clients & Cases icon, and select Filter Cases

   

2. Select a Contact Filter Type

3. Click on the Filter button