Search in LiraDocs
LiraDocs provides Quick Search and Advanced Search functionalities to help you quickly find Matters, Tasks, Contacts, and other important information.
Quick Search
The Quick Search bar provides the top 5 results for Prospects, Matters, Contacts, Events, and Tasks.
Key Features:
- Suggested Text: As you type, LiraDocs suggests results based on previous searches.
- Keyboard Shortcut: Press “/” to instantly jump to the search bar.
- Full Result Labels: Displays the total number of matches in each category so you can decide if you need to perform an Advanced Search.
Advanced Search
For a more detailed search, LiraDocs offers an Advanced Search tab with additional filtering options.
Key Features:
- Full List: Review all matched results with expanded details.
- Result Counts: See summarized counts within each search category.
- More Result Types: Includes memos, documents, and global keyword search.
- Matter Type Filtering: Search across all Matter types or within a specific category.
- Additional Filters: Further narrow your search results based on custom criteria.
- File Preview: Click the sidebar to preview documents before opening them.
- Right-Click Menu: Move, copy, or access quick actions for documents directly from search results.
Did You Know?
- Use the dropdown menus next to “Show” to filter Matter results by status (open, closed, etc.), assigned attorney, or date opened.
- Document search results can be filtered by contact for easy access.
With LiraDocs’ robust search capabilities, finding critical case information is faster and easier than ever!