Quick Universal Search
You can perform a quick universal search for a matter from the top header bar.
From the top left in the header bar, next to the ZenCase logo, you will see 3 items: a magnifying glass, a down arrow, and a search bar.
Next to magnifying glass icon, click the down arrow icon to reveal search filter options:
Clients
Contacts
Matters
Tasks
Select "Matters" to filter your search.
Note: If you do not select anything, then you will see contacts, matters, and tasks with the search term you entered. Filtering down your search will help to narrow down your results.
In the search bar, enter the matter number or matter name .
You should see results pop up after you type.
Clients are shown with a handshake icon
Non-Client contacts are shown with an id card icon
Matters are shown with a briefcase icon
Tasks are shown with a checklist icon
Matters List Search
You can also view all matters, search, and/or filter matters from the matters list page.
Go to the Matters list page by clicking on "Matters" link in left navigation bar.
In the search bar, you can enter the matter number or name to search matters
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the matters list by:
Client
Client Originator
Client Manager
Matter Originator
Matter Manager
Matter Type
Matter Subtype
Matter Connection
Status
Role Member
Role type
Jurisdiction
Billing Cycle
Billing Type
Date Range for Statute of Limitations, Archived At, Closed At, Completed At, Created At, or Updated At
Click the "More Filters" button to filter by more filter options.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Matters List Page
If you have any questions, please let us know!