Global Search
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 name
Contacts — by name, email, phone
Documents — by title and tags
Tasks — by title and description
Results are filtered to records you have access to — you will not see matters you are not assigned to (unless you are an Admin or Partner).