Global Search is a unified search tool that looks across multiple modules at the same time. Instead of navigating to individual sections (Contacts, Matters, Leads), you can enter a keyword and view results grouped by module.
Global Search allows you to find matters, contacts, and leads from anywhere in Lawcus using a single search bar. It is located at the top of the application and is accessible across all pages.
What is Searchable
Global Search retrieves results from the following modules:
1. Matters
Search includes:
Matter Name
Matter Display Number
2. Contacts
Search includes all contact types:
Clients (with current or past matters)
Related Contacts (linked to matters)
Potential Clients (created through leads)
Search fields:
Contact Name
Company Name
Email addresses (all stored emails)
Phone numbers (all stored numbers)
3. Leads
Search includes:
Lead Name
How to Use Global Search
Step 1: Open Global Search
Click on the search bar at the top of the screen
Step 2: Enter a Search Term
Type a keyword such as:
Name (person or company)
Email address
Phone number
Matter name or number
Step 3: View Results
Results are grouped into:
Matters
Contacts
Leads
Each section shows up to 5 results
Step 4: Open a Record
Left click on a result to open it
Right click on a result to open it in a new tab
Using “Show More”
If more than 5 results are available in a category:
Click Show More under the module (e.g., Contacts)
A detailed results window will open
Use the search bar inside this window to refine results further
This helps when the result set is large.
Additional Options
1. Customize Module Order
You can choose the order in which results appear:
Example: Contacts → Matters → Leads
This affects how results are displayed in Global Search.
To change the order:
Click the gear icon in the Global Search bar
Drag and drop the modules to reorder them according to your preference
Apply changes to save the order
2. Include or Exclude Closed Records
You can control whether search results include:
Closed Matters or Leads
Limit results to only open records.
3. Recent Search History
Global Search stores your last 10 searches
Click into the search bar to view and reuse them
Search Result
Each result includes additional information to help identify the correct record:
Matters
Matter Name
Client Name
Matter Number
Status
Contacts
Contact Name
Company
Email(s)
Phone Number(s)
Leads
Lead Name
Organization
Status
Summary
Global Search allows you to:
Search across Matters, Contacts, and Leads at once
Access all contact types, including Potential Clients
Open records directly or in a new tab
Refine large result sets using Show More
Customize how results are displayed
Reuse recent searches
This helps reduce the need to navigate between modules and speeds up record lookup.