Click the search bar at the top of any page (or press /) to start a global search.Type a keyword and CaseConnect searches across:Matters — by reference, title, client nameContacts — by name, email, phoneDocuments — by title and tagsTasks — by title and de ...
As you type, a quick-search dropdown shows the top matching results in each category. Press Enter or click View all results to see the full search results page.
The full results page at /search/ shows:Results grouped by type (Matters, Contacts, Documents)Match highlighting — your search term is highlighted in the resultClick any result to go directly to that recordUse the filters on the results page to narrow by ...
When inside a matter, the Documents tab has its own search to find documents within that matter only:Go to the matter's Documents tab.Use the search/filter bar to search by document name, tag, or folder.
If you know the matter reference, type it directly into the global search bar (e.g. CONV-2026-0012). CaseConnect will match it exactly and take you straight to the matter.
When adding a client to a matter or a party to a matter, the contact search field searches your contacts in real time. Type a name, email, or organisation name to find the right person.
Partial matches: You do not need to type the full name. Smith will return all contacts with Smith in their name.Email search: Searching by email address (john@example.com) finds the matching contact directly.Matter reference: References are unique — searc ...
You can save a frequently used search to run it again quickly:Run your search on the search results page.Click Save Search.Give it a name.Access saved searches from the search results page or the search bar dropdown.
CaseConnect keeps a short history of your recent searches, accessible from the search bar dropdown. Click a previous search to run it again.