🔍 Overview
The Global Search Bar is your command center for locating any record within MyCase—including Contacts, Cases, Documents, Time Entries, and Invoices. You can find it permanently anchored at the top-left of your interface.
🚀 How to Use Global Search
Access the Bar: Click into the search field at the top left of your screen.
Search-as-You-Type: As you enter a keyword (name, case number, or phrase), instant matches will appear in a dropdown.
Note: These are filtered by record type like Cases, People, and Documents.
Advanced Search: If you don't see what you need, click Start an advanced or conflict search (or click the three dots
⋮> Advanced search).Refine Your Results: On the Advanced page, use the following tools:
Filters: Narrow by Record Type or Time Range.
Expanded Search: Use this for typo tolerance and broader matching.
Exact Search: Wrap your query in "quotation marks" (e.g.,
"ABC Matter") to find an exact match.Active Records Toggle: Limit your search to open cases and unarchived files only.
💡 Pro Tips for Better Results
Be Specific: Unique identifiers like a full case number or a client’s middle name yield the highest accuracy.
Key Phrases: When searching for documents, look for a distinctive phrase within the title rather than generic words like "contract."
Permission Check: If you can’t find a record, check your user permissions. You will only see data your role is authorized to view.
Need more help? For a deep dive into conflict checks, visit the Learning Center | MyCase.