2016 Oct - Lawtrac Search Party
Lawtrac Webinar reviewing Quick Find, Super Search, and the Research features
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 |