Search across Presolve

Select the global search icon in the header. It opens a search dialog without requiring you to leave the current page first.

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Find a case or contact

1. Enter a name or distinctive search phrase.
2. Wait for the matching results.
3. Inspect the result group: Cases and Contacts are separate.
4. For a case, check the case number and case type as well as the name.
5. Select the intended result and verify the destination before making changes.

The dialog shows keyboard controls: use Up/Down arrows to move through results, Enter to open the selected result, and Escape to close search. A case result opens the matter workspace. A contact result can take you to the Contacts directory; if the editor has not opened, search the directory and select the contact row. Do not assume a contact result is the same as the client profile with linked cases.

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Use a shortcut

With an empty search, the dialog can show recent results and these actions: Selecting a shortcut starts its flow. Review the resulting form, case, and other required information before saving. Opening a shortcut alone does not create a record.

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When a result is missing

Try a shorter, distinctive name and check the directory appropriate to the record. A global search result and a directory’s filtered results can behave differently. In My Cases, also inspect lifecycle views and stage filters; in Contacts, inspect Practice and State. If the record remains unavailable, ask your administrator to check your access or case assignment before creating a duplicate. Related: client profiles, contact details, and case lifecycle views.