This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
What is search in LegalOn?
The Search feature lets you search across all data in LegalOn.
From the global header search bar, you can enter a keyword to find all files, clauses, and matters that you have permission to view.
Results include:
Files (contracts, templates, other files)
Clauses within files
Matters
Messages, timeline events, emails, and Slack threads (if integrated)
The search results respect your access rights. Only items where you have “Viewer” access or higher will appear.
Supported search targets
When you run a search, the following fields are scanned:
Data | Searchable fields |
Files | File name, title, parties, contract text, special notes |
Matters | Matter name, messages, timeline (excluding events), emails, Slack threads |
Clauses | Contract clauses and titles |
📌 The original auto-posted matter content at creation is searchable. Later manual edits to that content are not.
Who can use search?
User types: All user types across all modules (even if you don’t have a specific user role assigned)
LegalOn templates: You’ll see LegalOn Template results only if your tenant has the LegalOn Template module.
How to run a search
Click the global search bar in the header and enter your keyword.
Choose your search scope:
You can select from options like All, Clauses, Matters, Contracts, My templates, LegalOn templates, or Other files.
You can also switch tabs later on the results screen.
Search results will appear based on your selected scope.
How to filter your search results
From the results page, refine your search with tabs and filters.
1. Understanding the search tabs
Tab | What it shows |
All (default) | Shows up to 3 results per tab. Click “View More” to see full results in each tab. |
Clauses | Results for clause titles or contract names across Contracts, My templates, and LegalOn templates. |
Matters | Results from matters. |
Contracts | Results from contract files. |
My templates | Shows your in-house templates. |
LegalOn templates | Shows LegalOn templates (if your tenant has this module). |
Other files | Results from other file types stored in LegalOn. |
2. Examples of available filters
Data type | Filters |
Clauses | Version, contract type, file name, title, parties, contract status, creation date, author |
Matters | Matter assignee, department, status, workspace |
Contracts | Version, contract category (main/sub), author, parties, status, language, workspace |
My templates | Version, contract category, author, status, language, workspace |
LegalOn templates | Category, subcategory, language, author |
Other files | Workspace, author |