Single Search

The Single Search feature allows you to return both dockets and documents in one result set.

Using Single Search

  1. Enter your search terms in the Single Search box.
  2. Click Search.
  3. Enter a client code in the Client Matter Code field or select a previously used code from the Previous Codes drop-down list.
  4. Click Submit Search.

NOTE:

You can use quotation marks to search for a specific term such as "LexisNexis".

You can also use the W/# connector to look for words within a designated number of each other such as "Lexis W/3 Nexis".

 

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Refining Single Search Results

After you run the initial Single Search, you can use the Refine Search option, located on the right side of the results screen, to refine or restrict the results.

Refine results by selecting any of the following:

  • Date Filed
  • Search within results
  • Case Status
  • Case Type
  • Litigation Area
  • State
  • Court System

NOTE:

Click the x next to the restriction in Refined by: to remove the restriction.

 

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Retreiving Dockets or Documents

There are two ways to retrieve dockets or documents:

  1. Click the case name and click Retrieve in the Order Dockets screen.
  2. Check the box next to the case name and click Retrieve at the top of the results list and then click Retrieve in the Order Dockets screen.

NOTE:

If you want to change the client matter or project notes, click Change Client Matter Code Information in the Order Dockets screen.

 

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Retrieving Multiple Single Search Results

  1. Check the box next to the dockets or documents.
  2. Click Retrieve at the top of the results list.
  3. Click Retrieve in the Order Dockets screen.

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Emailing Dockets or Documents from Single Search Results

  1. Check the box next to the dockets or documents.
  2. Click Email.
  3. Enter email addresses in the Recipient List box in the Email Dockets/Documents screen.
  4. Select a File Format.
  5. Select one or both of the following:
    • Place dockets in one file
    • Zip this file
  6. Select the Docket Contents you want to email.
  7. Enter an optional message in the Enter a message to be sent with this file (optional): box.
  8. Click Email Docket(s).

NOTE:

Email History is available for 30 days in the Dockets and Documents tab.

 

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