Search across all data sources in a case from a single search bar on the Case Data page.
Open Case Search
Case Search is available from the Case Data page.
Click Case Data in the left sidebar.
The "Search case data..." search bar appears.
Choose a search mode
Case Search offers two search modes and two matching options.
Click the search bar to open the search panel.
Choose a search mode:
Text: search for a single keyword or phrase.
Bulk: search for multiple keywords at once.
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.
Select Text mode, type a keyword, and click Search.
Results appear grouped by data type, such as Messages and Emails.
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.
Click a result to open it in the review pane.
Use the toolbar to Classify the result as Responsive or Non-Resp, apply a Tag, add Comments, or Print.
Click "Back to results" to return to the search results.
Bulk search
Bulk search lets you search for multiple keywords at once.
Switch to Bulk mode.
Type each keyword and press Enter to add it as a chip. Use "Paste list" to add keywords from a copied list.
Click "Search [N] keywords" to run the search.
Each result is labeled with the keyword it matched.
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.
Click a keyword count in the results summary to filter to only that keyword's matches.
The active filter appears as a chip. Click the x on the chip to remove the filter.
Click a different keyword to switch the filter. Results update immediately.
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.
Click Edit next to the result count to modify your search terms or change the search mode.
Click Clear to reset the search and return to the default Case Data view.