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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 every data source in a case at once from the search bar at the top of Case Data.

Open Case Search

Search case data bar

Click Case Data in the left sidebar, then click Search case data.

Choose a search mode

Search mode panel

Text searches for one keyword or phrase. Bulk searches for many at once. AI Search is an add-on. Fuzzy also finds close and partial matches; Exact finds the term as typed.

Text search

Text search results grouped by data type

Type a keyword and click Search. Results are grouped by data type, with the matching text highlighted, and the Data Sources sidebar narrows to the sources that have matches.

Results scrolled to the Emails group

Scroll down for the other data types.

Open a search result

A result opened in the review pane

Click a result to open it. From here you can Classify it as Responsive or Non-Resp, Tag it, add Comments, or Print. Click Back to results to return.

Bulk search

Bulk search results with per-keyword counts and Tag all

Switch to Bulk, type each keyword and press Enter to add it as a chip (or Paste list for a copied list), then click Search [N] keywords. Each result is labeled with the keyword it matched.

Bulk results with Load More

Click Load More at the bottom of a group to see more of its results.

Filter bulk results by keyword

Keyword filter chip active

Click a keyword's count in the results summary to show only its matches. The filter appears as a chip; click x on it to clear, or click another keyword to switch.

Emails filtered to one keyword

The filter applies across every data type in the results.

Edit or clear a search

Click Edit next to the result count to change the terms or mode, or Clear to return to the normal Case Data view.

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