Skip to main content

How do I use Case Search?

Search across all data sources in a case from a single search bar on the Case Data page.

Search across all data sources in a case, including text messages, emails, social media messages, and files, from a single search bar on the Case Data page.

Open Case Search

Case Search is available from the top of the Case Data page.

  1. Click Case Data in the left sidebar.

  2. The "Search case data..." search bar appears at the top of the page.

Choose a search mode

Case Search offers two search modes and two matching options.

The search panel showing Text and Bulk modes with Fuzzy and Exact toggles

  1. Click the search bar to open the search panel.

  2. Choose a search mode:

  • Text: search for a single keyword or phrase.

  • Bulk: search for multiple keywords at once.

  1. Toggle between Fuzzy (close or partial matches) and Exact (precise matches only) to control how results are matched.

Text search

Text search finds a single keyword or phrase across all data sources.

Text search results grouped by data type with the keyword highlighted

  1. Select Text mode, type a keyword, and click Search.

  2. Results appear grouped by data type (for example, Messages and Emails) with the total result count at the top. Each result shows a preview with the keyword highlighted.

    Scrolled results showing separate message and email sections with counts

The Data Sources sidebar filters to show only sources containing matches. Scroll down to see all results.

Open a search result

You can review, classify, tag, and comment on any search result.

  1. Click a result to open it in the review pane.

  2. Use the toolbar to Classify the result as Responsive or Non-Resp, apply a Tag, add Comments, or Print.

  3. Click "Back to results" to return to the search results.

Bulk search

Bulk search lets you search for multiple keywords at once.

The Bulk search panel with keyword chips and the Search N keywords button

  1. Switch to Bulk mode.

  2. Type each keyword and press Enter to add it as a chip. Use "Paste list" to add keywords from a copied list.

  3. Click "Search [N] keywords" to run the search.

    Bulk search results with per-keyword counts, highlighted matches, and Tag all

Results show the total count and a per-keyword breakdown. Each result is labeled with the keyword it matched. The search bar displays "BULK [N] TERMS" with the total result count.

Additional bulk results with the Load More button

Click "Load More" to see additional results in each section.

Filter bulk results by keyword

You can filter bulk results to show only matches for a specific keyword.

Bulk results filtered by a keyword with an active filter chip

  1. Click a keyword count in the results summary to filter to only that keyword's matches.

  2. The active filter appears as a chip on the right. Click the x on the chip to remove the filter.

    Results filtered by a different keyword

Click a different keyword to switch the filter. Results update immediately.

A single keyword isolated showing its matches

Each keyword can be selected individually to isolate its matches across messages and emails.

Edit or clear a search

You can modify or reset your search at any time.

  1. Click Edit next to the result count to modify your search terms or change the search mode.

  2. Click Clear to reset the search and return to the default Case Data view.

Related Articles
Did this answer your question?