Feature Release: Global Search Improvements

Global search is one of the most frequently used features in lawcus, helps firms quickly locate matters, contacts, and leads across the platform. When you need to find a matter, contact, or a lead, you expect results instantly, without navigating multiple modules. So, based on your feedback, we’ve rebuilt the global search from the ground up to make it more complete, transparent, and easier to use. 

Here’s what’s new and improved:

Making Potential Clients Searchable

Over the past few months, many Lawcus users shared feedback about a specific scenario during the intake process.

When a new contact was created through a lead, the contact existed in the system but did always appear in search results. We took this feedback with utmost sincerity and reviewed how contacts move through different stages of a client’s lifescyle within Lawcus.

In Lawcus, contacts fall into three categories.

First, Clients — contacts who currently have or previously had a matter with the firm.

Second, Related Contacts — individuals connected to a matter but who are not themselves the client, such as witnesses, opposing parties, or other involved contacts.

And third, Potential Clients — new contacts who have entered the firm through a lead but do not yet have an associated matter.

With this update, Potential Clients are now fully searchable and appear in the Contacts Section of Global.

This means when a new lead enters your system, their contact information can immediately be found using search, without needing to manually navigate between modules.

Search Transparency

You can now click the search bar to see exactly the information you need across each module. We’ve also improved how results appear within Global search to make them easier to scan. Instead of showing minimal information, results now show more contextual details so that you can understand what each record represents even before opening it. 

Curious, what all you can see?

Search Results Now Show

Matter Search Fields

• Matter name 
• Matter number

Contact Search Fields

• Contact name 
• Company name
• Phone Numbers
• Email Addresses

Lead Search Fields

• Lead name
• Company name 
• Status

These details help you identify the correct record faster, especially in cases where similar names appear in search results.

Smarter Display Limits 

To keep the search fast and uncluttered, Global Search now shows Top 5 Results per Module across matters, contacts, and leads.

If additional matches exist, you can simply click “Show More” to open a detailed results window. This approach keeps results quick to scan while still allowing deeper exploration when needed.

Opening results is also more flexible now:

• Simply click on any result to open it
• Or right-click to open in a new tab, so you don’t lose your current workflow

Built With Feedback From The Lawcus Community 

These improvements to Global Search reflect our ongoing commitment to listening to our users. By making search more inclusive, transparent, and informative, Lawcus continues to evolve alongside the workflows of modern law firms.

We regularly work with our customers to refine workflows and introduce features that help teams save time, improve billing visibility, and operate more efficiently. To learn more about using this feature, visit our Help Center, explore product walkthroughs on our YouTube channel, or book a demo to see how Lawcus can support your firm.