Find anything with search

Search the whole firm

Press Search at the top of any screen, or Ctrl K (Cmd K on a Mac). With the box empty you see your Recent records, the last ten you opened, and your Saved searches. Type a name, a number or a phrase and records come back grouped by kind, the words that matched highlighted:

• Matters by number, name and tag, and by the name of a party on them, so a client's name finds her matters.
• Cases by their suit numbers and titles.
• Parties by name, phone, email, identity number and tag.
• Documents by title, tag and the words inside them, including scanned pages the system has read.
• Notes, Mail and Originals by their words.
• Tasks by their title and description, and Time by the words of its narrative.
• Bills by number and the client billed, and Receipts by number and the payer.
• Fee notes, Complaints, Incidents, Undertakings, Gifts, Outside interests, File reviews, Insurance policies and Notices and claims (insurance notices of circumstances and claims) by their number, title and the words of the record.

A complaint about you, or one behind an ethical wall you are on the wrong side of, is left out of your results unless you handle complaints. Each kind is shown only to those who may read that register.

The best match comes first, then the most recent. A small misspelling still finds a name. Closed and archived matters, and the records under them, are shown and marked Closed or Archived.

Phone numbers, emails and Ghana Card numbers

Typed in full, a phone number, an email address or a Ghana Card number (GHA-123456789-0) is matched exactly, never by likeness: it finds the party who carries it and that party's matters. Because such a search is a look at a person, the audit trail records that it was run and which kind of identifier it was, never the number itself.

Narrow the results, and save a search

Choose See all results at the foot of the box, or open Documents and its Search, for the full register. Filter by Kind of record, Matter, Practice area, Responsible lawyer, the days, Classification, Uploaded by and Tag. A practice area or a responsible lawyer narrows to records on matters; parties drop out.

Choose Save search to keep the words and filters under a name of your own. Your saved searches are yours alone: rename or delete them from the Saved searches menu, and run one from the menu or from the empty search box.

What you will not find

Search judges every result by the same rules as the record itself. A matter behind an ethical wall you are outside of does not appear at all, and is never hinted at by a count; a partners only document does not appear to someone who may not open it; somebody else's time appears only to a reader who may read it. A record you opened that has since been walled off or deleted drops out of your recent records.