This community class is designed to highlight and showcase all of the different searching capabilities within Lawtrac. 

• Users will learn: The differences between Quick Find, Super Search, and Research,
• How to use Reports to search for data within the system,
• How to use filtering to effectively home in on what you are searching for, and
• Other searching options within Lawtrac.

Quick Find	Super Search	Research
Searches Title Only	Searches Content	Searches Main Matter Classification, Product, Business Unit/Division
Accessible via Home Page	Accessible via Matters tab	Accessible via Matters Tab
Search for Matters, Documents, Firms, Invoices	Search Matters, Comments, Contacts, Documents, Firms, Invoices, Party Comments, etc.	Search for Matters only
Cannot save search	Can save search	Can save search

 

TIPS AND TRICKS

Categorize your flagged Matters, Budgets, Invoices, Saved Searches, and Reports by color. These colors can indicate urgency, priority, or any user-determined meaning.

Use the Recent Results Tab to quickly access the results of your previous searches

Research can be used to search for matters in the organization that are similar to yours to use the matter as an model or an example

Use the Report Writer to create searches that you can share with other users