Search

Lawzana Flow helps you find leads, matters, contacts and matter documents from one search box.

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, phone or message
• Matters: By title, description, client name or client email
• Contacts: By name, email, phone or company
• Files: Documents attached to matters, by file name
• Actions: Jump to the main pages (Home, Leads, Matters, Contacts, Settings, Drafting, Files, Assistant, Conflicts), or create a lead, a matter or a contact

How to Use#

1. Press ⌘K or Ctrl+K
2. Start typing your search term
3. Results appear as you type, grouped by type (Leads, Matters, Contacts, Files)
4. Use ↑ and ↓ arrow keys to move through results, and click one to open it
5. Press Enter (after at least 2 characters) to see every result on the Search page, or choose Deep Search to look inside your documents
6. Press Esc to close

Full-Text Search#

Search finds any record that contains what you type:

• Results appear as you type
• Partial matching: part of a word is enough ("smi" finds Smith and Goldsmith)
• Upper and lower case don't matter
• Spelling must match: a typo finds nothing
• Searches across names, emails, phone numbers, file names and matter titles

The Search page has two modes. Standard Search finds leads, matters, contacts and matter documents, with filters for All, Leads, Matters, Contacts and Files. Deep Search looks inside the content and AI summaries of matter documents, to find clauses, terms or parties. It matches by meaning, so it can find a clause written in other words than your search. Files that aren't attached to a matter are searched from the search box on Documents → Files.

Search from List Views#

Leads, Matters, Contacts and Files each have their own search:

• Leads (list view): search by name, email or phone
• Matters: Filters → Matter Title matches the matter title or client name
• Contacts: search by name, email, phone or company
• Files: search by file name

The list filters in real time as you type, and combines with the other filters on that page.

Filters#

Combine search with filters for precise results:

Saved Filters#

On Matters, save the filter combinations you use often:

1. Set up your filters under Filters
2. Open Saved and click Save current filters
3. Name the filter, and optionally pin it to the toolbar
4. Load, pin, unpin, delete or Set default from the Saved menu