Matter Bulk Actions: How to view all Clients and Matters with assigned interest rules, discount rules, convenience fees or tax.
1. Click on 'Tools' in the left-hand navigational panel.
2. Select 'Matter Bulk Actions'.
3. Using the robust filters, you can filter by case type, client, primary attorney, custom fields, or matters with or without assigned interest rules, discounts, tax, or discounts.
When finished, click 'Get Answer.
4. Scroll down to view the Matter Results.
