Managing numerous notes and interactions within a matter can be overwhelming, especially when searching for specific information. Lawcus simplifies this process by offering a powerful search functionality that allows users to quickly locate relevant notes and interactions within a matter. Instead of manually scrolling through long lists, you can use the search bar to pinpoint the needed information. This article will guide you through the process of using Lawcus's search feature effectively.
Step-by-Step Guide to Searching for Notes and Interactions:
Open the Matters screen by clicking on "Matters" in the sidebar menu.
Select the specific matter you want to explore to access its details.
Within the Interaction section, locate the Search Notes icon and click on it.
Enter the text you wish to search for. As you type, Lawcus will promptly display all relevant notes and interactions containing the entered text.
Tip: To revert to the complete list of entries, simply clear the search box by deleting the text.
Tips for Efficient Searching:
Use Relevant Keywords: To get the most accurate results, input keywords that are specific to the information you are trying to find.
Be Precise: If you're dealing with many interactions, use unique phrases or details to locate the desired note quickly.
Use Filters: Depending on your requirement, you can also apply additional filters to refine your search even further.
Lawcus's search functionality empowers users to find specific notes and interactions within a matter, saving time and effort. By following this step-by-step guide and implementing the tips, you'll be able to easily navigate your matters and locate critical information whenever you need it. Take advantage of Lawcus's powerful search feature to streamline your workflow and enhance productivity in your legal practice.