Overview
The Global Search Bar in MyCase is a powerful tool designed to help you quickly locate any record within your system, including Contacts, Cases, Documents, Time Entries, Invoices, and more. It is accessible from the top-left side of the MyCase interface, ensuring that the information you need is always just a few keystrokes away.
How to Use Global Search
Access the Search Bar: Click into the search field located at the top left of your MyCase screen.
Enter Your Query: Begin typing a keyword, name, case number, document title, or any relevant phrase.
View Instant Results (Search-as-You-Type): As you type, the system will display instant, suggested matches in a drop-down menu. These results are typically filtered by record type (e.g., Contacts, Cases) and are the fastest way to navigate to a specific item.
Perform a Full Search: If your desired result is not visible in the instant suggestions, press Enter (or click the Search Everything option at the end of the search bar) to navigate to the full search results page.
Filter Results: On the full search results page, you can use the available filters (on the top & the left side) to narrow down your results by:
Record Type (e.g., Document, Case, Contact)
Date Range
Expanded Search: Enables a broader search, including typo tolerance.
Exact Search: Using quotation marks, type the exact search query to pull an exact query result. For example, searching “ABC Matter” will result in the ABC Matter as the search result.
Search Tips for Best Results
Be Specific: Using unique identifiers like a full case name, case number, or a client's full name will yield the most accurate results.
Search for Key Phrases: When looking for a document, search for a distinctive phrase or part of the document title rather than a common word.
Permissions: Search results are subject to your firm's permissions. You will only see records that your user role has access to view.