Guideline Filters enable the OCG Administrator to define which client and matters to apply the associated rules with. This provides the user with a very powerful tool to really target when the errors, warnings, or task creation should or shouldn’t happen.
The filter criteria to choose from includes:
- Client Number
- Client Group
- Matter Number
- Matter Group
- Matter Location
- Practice Area
Once a filter has been selected, a user can select from a multitude of operators to further limit their selection criteria such as Must Contain, Does Not Contain, Starts With, etc.