ContactsLaw includes a sophisticated file search, which serves as the entry point for locating all active and archived matters in the system. Upon switching the Contact search to 'Files' mode, a series of search criteria will appear. You can return files where your search term matches information about the file or any of its associated contacts.
As with the contact search, you can restrict/expand your search by matching 'all words' or 'any words'.
Search criteria
Advanced search
- Status (active/archived/all)
- Fields (number, matter, reference, scale, workgroup fields)
- Match contacts (client, bill-to, court, parties, etc)
Defaults
By default, the file search:
- Matches all words
- Restricts the search to the active subsidiary company
- Restricts the search to active files
- Searches the file number, matter and action fields
- Includes results that match the client(s)