CounselLink Answer Center for Clients

Searching in CounselLink

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This article covers the following:

Performing the Initial Search

Click on any of the tabs at the top of the page to be taken directly to that topic's search page.

The homepage also contains links to pre-configured searches within the various panels. These links open the corresponding search results page with a filter applied based on the link title.

While these links are helpful in keeping you aware of specific tasks, they may not always help you locate your search item quickly.

The Quick Search bar is available from any page in CounselLink. It will appear in your top bar.

Using the Quick Search Bar

  1. From the Quick Search drop down, select the area where the search should run (e.g., Fee Offers).

  2. In the Quick Search field, enter the search term.
  3.  Click the Search icon (magnifying glass) or press Enter on your keyboard.
    • If the Search finds one item: The overview page for that item displays.

    • If the Search finds multiple items: The results are displayed in a list of your selected topic's search page.

Navigating the Search Results

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Once you have a list of search results, you can adjust your view and refine items displayed on the page.

  • Use the Show drop-down list to select the number of results on the page.

  • If results span multiple pages, use the First / Previous / Next / Last arrows or page numbers to move between pages.

  • Sort the results based on a single column by clicking the ascending or descending icon in the appropriate column. Sort the results based on multiple columns by SHIFT-clicking the ascending or descending icons in the appropriate columns. The sorts are then numbered based on their selection order.

  • Click Columns to open a drop-down list of available fields. Checked items appear in the results grid. Some columns cannot be removed.

  • Rearrange columns by dragging a column header to a new location. Use Custom Columns to add fields specific to your organization’s custom data.

Filtering Your Search Results

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Filters help you narrow your search. They are located on the left side of any search page.

Using Search Within

You can perform a text search within your initial results to further refine them.

  • Click the Fields drop-down above the Search Within Results box and select the field(s) to search.

  • On the Legal Request, Invoices, or Matters search pages, you can also select Custom Fields to search fields in the Additional Information section of the overview pages.

Using the Search Filters

For some filters, you can select multiple choices in the same area (e.g. Matter Contact). After each filter is selected, the results update dynamically. The number next to the filter shows the total number of items in your search that match that criteria.

Only the top ten filters are shown in each group. If more than ten are available, you can view all filters in a specific group by clicking View All at the bottom of the category.

Viewing and Adjusting Currently Applied Search Filters

Active filters appear below the main search box.

You can remove an individual filter by clicking the small x button on the filter's entry or remove all filters by clicking Reset to Default.

Creating Reports from Search Results

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You can use the Search feature to generate operational reports by customizing filters and columns. Then, you can print, export, or save your customized view for reuse.

For example, to find the total billed amounts on matters where Robert Brown is the Matter Contact:

  1. From the Invoices Search page, perform your search by entering the appropriate search criteria in the Search Invoices field. The Search Results returns 208 invoices. Now, we want to view the amount billed for matters after Jan. 1 2022 where Robert Brown is the Matter Contact.

  2. From the Configure Filters (gear) icon in the Filter Your Results area, select Invoice Submit Date and Matter Contact.

  3. Click Save.
  4. Under the Invoice Submit Date section, click the After drop down and make the appropriate selection for the given time frame (e.g. Jan 1, 2022). The search results update based on the search criteria.
  5. Under the Matter Contact section, place a check mark next to the appropriate Matter Contact (Robert Brown). The search results update based on the search criteria.
  6. Now, to see the total bill, although no column is displayed, perform the following:

    1. Click the Columns drop down and, from the list, select Invoice Billed Amount.

    2. Click Save to add the column to the grid.

      You can re-arrange the columns by clicking the column header, then dragging and dropping it to the desired location.

Printing a Report

  1. From the Invoice Search page, mark the check box next to the invoice(s) to be printed. Place a check mark at the top of the column to select all invoices in the search results. The Print (printer) icon displays to the right of the screen.

  2. Select Print Report from the Print Results drop down list. The Printable Invoice window displays.
  3. Click Print in the upper right corner of the Printable Invoice window.
  4. Select the appropriate print options and click Save.

Exporting

  1. From the Invoice Search page, place a check mark in the check box next to the invoice(s) to be printed. Place a check mark at the top of the column to select all invoices in the search results. The Print (printer) icon displays to the right of the screen.

  2. Click the Export Results drop down, and from the list, select:

    Export Summary

    1. Click the Open file link (bottom left-hand corner of screen) associated with the searchResults.csv report.

      The searchResults.csv report opens.

    2. Perform actions in the report as applicable.
    3. Click Save / Close.

    -- or --

    Export Details

    1. Click the Open file link (bottom left-hand corner of screen) associated with the counselLinkInvoices_detail.xls report. The counselLinkInvoices_detail.xls report opens.
    2. Perform actions in the report as applicable
    3. Click Save / Close.