1. To easily find a file, click the search icon on the sidebar

2. You can easily navigate to the file you want by simply typing the matter name, or property address
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Your recently viewed files will also appear underneath

3. You can also search by file number by adding # before the number

4. Click your desired matter below

5. The smart search also allows you to quickly grab client’s information and make edits in their global database, start by typing their name in the search bar
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Click on their client card below

6. The global profile drawer will open, where you can obtain or edit any of your client's information and it will auto save to Closer