Use the Global Search Bar to move through your data and find what you want easily.
You are only one click away from any case, client, document, phone number, email address, case number, invoice number, etc. in the system.
Access cases you recently visited by clicking the search bar to see links to the last 5 cases you viewed.
Click on a case to be taken to the case details page.
Typing in the search bar brings up an auto-match of search terms.
If you are searching for a closed case or archived contact, they will not populate in the results from the drop-down menu. To locate these records, click "Search Everything" at the bottom of the results to see a more comprehensive list of records on a full page.
Expanded Search
Enable the Expanded Search toggle to broaden results, including typo tolerance.
Narrow down search results by selecting parameters on the left side of the search window.
