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Search

Search works across LawVu and helps you access your repository.

Alina avatar
Written by Alina
Updated over 4 months ago

There are two types of searches available in LawVu. The first one is the standard search, which looks for the term you enter in categories like matters, contracts, file names, titles, subjects, or tags.

The second type is the content-based (FCI) search, which goes further by including files, emails, attachments, and conversations in the search results. This search provides a more comprehensive look at the information related to your query.

In this article:


Types of Search available in LawVu

LawVu has two types of search:

  1. Standard search (the purpose of this article)

  2. File Content Indexing (FCI search)

Both types allow a user to search:

  • Matter and contract name, plus other party names.

  • Knowledge base articles and documents.

  • Conversations attached to matters or contracts.

  • Files within documents, PDFs, or emails attached to a matter or contract.

What sets them apart is the scope of their search abilities. The standard search will find values entered in the search field against matter, contract, and file names. FCI search expands on this functionality by searching the contents of files, emails, attachments, and conversations.

To read more about FCI, read this article: Unlock the power of Search by using File Content Indexing.

Display your recently viewed items

Use the top global search bar to view the items you've accessed today / in the last week / in the last month, or earlier. To do that, simply click on the search bar:


Quick Search

Run a quick search to display the top 5 matters, contracts, or files that match your query.

Please be aware that there may be a delay between the creation of a matter/contract and its appearance in search results. If you find that your search queries are not producing any results, it is advisable to wait for 5-10 minutes, as this is the time it takes for the indexer to run.


Advanced Search and Filters

From the search bar, click on Advanced Search

Or press ENTER on your keyboard after entering your search query to display the full list of results split by Matters, Matter files, Matter conversations, Contracts, Contract files, Contract conversations, Knowledge, and Knowledge files.

Global Search results include a count so you can see how many results match the term you are using in each category. That means you can go straight to the place with the information you are looking for, in less time and fewer clicks.

You can organize your search results by Oldest, Most Recent, or Relevance.

The search result also provides comprehensive information, such as the current status of a matter, the assigned matter owner and manager, the contract owner, as well as the lifecycle stage of the contract.

The filters available for each category are on the left-hand side of the search results. These are:

Matters: Matter Type, Tags

Matter files: Matter, Tags, Include previous file versions

Matter conversations: Matter, Matter type

Contracts: Contract Type, Other Party

Contract files: Contract, Tags, Include previous file versions

Contract conversations: Contract, Contract type

Knowledge: Category, Author, Tags

Knowledge files: Category

Note that you can choose multiple filters, but you cannot select multiple options within the same filter. For instance, you can select a combination of type and tag filters for matters but not two options within the same type filter.

In the example below, I am applying filters for the "Contracts/Agreements" matter type and the "agreement" tag.

Search results also include the following information:

  • The current state of the matter.

  • The assigned matter owner and manager.

  • Contract Owner.

  • The lifecycle stage of the contract.

Note: Non-alphanumeric characters are not recognizable as valid search tokens. For instance, when searching for words or phrases containing non-alphanumeric characters, only the alphanumeric word is identified.

To gain further insights on refining your search, please check this article: How to refine your search

Keep in mind that search results can vary based on your role and membership status in different matters and contracts.


Download your search results

From your search results list, you can export either a selection, one page, or the entire search result set: multiple matters, contracts, files, conversations, and Knowledge files. This allows you to gather and save all the associated data related to these items onto your local drive.

Select or multi-select the checkboxes on the left side of the results and click the Download icon to start the export. Marking the checkbox at the top will select all results on the page.

You can select the checkbox at the top if you want to download all results.

To learn more about this feature, check this article: Bulk Export from search results

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