Search
Lawzana Flow provides fast, powerful search to help you find anything across your practice — leads, matters, contacts, and documents.
Command Palette (Quick Search)#
Press ⌘K (Mac) or Ctrl+K (Windows/Linux) from anywhere in the app to open the command palette. This is the fastest way to find things.
What You Can Search#
- Leads — By name, email, or phone
- Matters — By title or client name
- Contacts — By name, email, phone, or company
- Documents — By file name
- Navigation — Jump to any page (e.g., type "Settings" to go to Settings)
How to Use#
- Press ⌘K or Ctrl+K
- Start typing your search term
- Results appear instantly, grouped by type (Leads, Matters, Contacts, etc.)
- Use ↑ and ↓ arrow keys to navigate results
- Press Enter to open the selected result
- Press Esc to close
Tip
The command palette searches across all categories simultaneously. You don't need to specify what you're looking for — just type.
Full-Text Search#
Lawzana Flow uses Meilisearch for near-instant, typo-tolerant search:
- Results appear in under 50 milliseconds
- Typo tolerance — Finds results even with small spelling mistakes
- Partial matching — Finds results as you type
- Searches across names, emails, phone numbers, file names, and matter titles
Search from List Views#
Each major section (Leads, Matters, Contacts, Files) has its own search bar:
- Click the search input at the top of the list
- Type your query
- The list filters in real-time to show matching results
- Combined with other filters (stage, practice area, etc.) for precise results
Filters#
Combine search with filters for precise results:
| Section | Available Filters |
|---|---|
| Leads | Stage, source, assigned to |
| Matters | Stage, practice area, assigned to |
| Contacts | Type (person/company) |
| Documents | File type, date range |
Saved Filters#
Save your frequently used filter combinations:
- Set up your desired filters
- Click Save Filter
- Name the filter
- Access saved filters from the filter menu