How to Use Universal Search in Lexzur

Objectives

• Understand how to use the Universal Search to quickly find records.

• Search across multiple modules, including matters, contracts, tasks, and more.

Steps

The Universal Search feature provides a fast and efficient way to locate any record within the system from a single place.

You can search for items such as:

• Matters (Corporate or Litigation)

• Contracts

• Tasks

• Companies

• Attachments and files

This allows users to access information across all modules without navigating between pages.

1. Access the Search Bar

Once you log in to the system:

• Locate the Search icon/bar at the top-right corner of the header.

• Click on it to open the search panel.

2. Start Searching

When the search panel opens:

• You will see a list of recently visited records (e.g., matters, cases, tasks).

• Click inside the search field and start typing your query.

You can search using:

• Matter or contract names

• Client or company names

• Keywords related to the record

• Reference numbers

• Dates or partial information

3. View Search Results

• Press Enter to perform the search.

• The system will display unified results from across all modules.

Results may include:

• Companies

• Matters and cases

• Contracts

• Tasks

• Attachments

• Reminders etc...

This ensures you get a comprehensive view of all related records matching your search criteria.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!