To find all matters for a particular matter lead, select Matters from the left nav bar.
By default, the view will show all matters where the signed in user is the matter lead.
To select a different person, select the name from the upper left.
To view all matters regardless of the Matter Lead, select All from the upper left.
To filter by matter status, select the Status filter on the upper right.
To download the list, select XLSX.
Please contact firstname.lastname@example.org for any other questions and we are happy to help.