Search

Search is the org-wide “find anything” surface. The same query powers two views:

• Cmd / Ctrl + K palette — a quick, data-first dropdown for jumping straight to a record or running a command (New Matter, Add Participant, Go to Settings…).
• The /search page — the full results list behind every “See all results” link, with the query in the URL so it’s bookmarkable and shareable.

What it searches

Section	Matches on
Clients	Client / contact name, business name, email, phone
Matters	Matter name, file/reference number, description
Documents	Document filename, within matters you can access
Invoices	Invoice number, matter, bill-to client

Multi-word queries match in any word order — mary stuart finds Stuart, Mary. Type at least two characters before results load.

Permissions

Documents and invoices are gated by matter visibility: you only ever see items attached to matters you have permission to open. A matter you can’t access never appears in results.

Finding everything about one record

Search is how you get to a client or matter. To see everything related to one — their matters, documents, invoices and history — open the record from the results and use its detail page, which is the home for all of that record’s related items.