How do I search and sort my clients?

Use the search bar, and the Sort, Filter and view controls beside it, at the top of the Clients page.

1. Type a name into the Search bar to filter the list instantly.
2. Click Sort to order by name, date added, next court date, or next task due date.
3. Click Filter to narrow the list, for example No Active Tasks, No Upcoming Court, or Stale (30+ Days).
4. Toggle between card view and table view using the view switcher icons next to the search bar.

Tabs at the top switch between Clients, Leads, and Archived; leads can be further filtered by Active or Lost status.

How card view is grouped

Cards on the Clients tab are grouped into This week, Next week, Later and No court date, soonest first, so the page opens on who you are in court for. Each card shows the matter, bail or custody status, the next court date, and the next task with when it is due. Your chosen sort order applies in table view.

Lead and archived cards

Leads and Archived use the same card with the bottom line swapped for what matters in that view. A lead shows its follow-up date (red once it has passed) and estimated value; an archived matter shows the date it was archived with an Alerts on / Alerts off toggle you can click without opening the file.