Quick Universal Search

You can perform a quick universal search for a matter from the top header bar.

  • From the top left in the header bar, next to the ZenCase logo, you will see 3 items: a magnifying glass, a down arrow, and a search bar.

  • Next to magnifying glass icon, click the down arrow icon to reveal search filter options:

    • Clients

    • Contacts

    • Matters

    • Tasks

  • Select "Matters" to filter your search.

    • Note: If you do not select anything, then you will see contacts, matters, and tasks with the search term you entered. Filtering down your search will help to narrow down your results.

  • In the search bar, enter the matter number or matter name .

  • You should see results pop up after you type.

    • Clients are shown with a handshake icon

    • Non-Client contacts are shown with an id card icon

    • Matters are shown with a briefcase icon

    • Tasks are shown with a checklist icon

Matters List Search

You can also view all matters, search, and/or filter matters from the matters list page.

  • Go to the Matters list page by clicking on "Matters" link in left navigation bar.

  • In the search bar, you can enter the matter number or name to search matters

    • Note: This is a fuzzy match search and will return results that contains the search term you entered.

  • You can also filter the matters list by:

    • Client

    • Client Originator

    • Client Manager

    • Matter Originator

    • Matter Manager

    • Matter Type

    • Status

    • Role Member

    • Role type

    • Date Range for Statute of Limitations, Archived At, Closed At, Completed At, Created At, or Updated At

  • Click the "More Filters" button to filter by more filter options.

You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Matters List Page

If you have any questions, please let us know!

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