You can locate matters in CounselLink in several ways:
- Using the Quick Search in the LexisNexis® CounselLink® header
- Selecting the Matters tab
- Using preconfigured search links in the Matters panel on the homepage
- Searching from the Office Add-in in Outlook or Word
Click here to learn more about the search features in CounselLink.
Performing a Quick Search for Matters
Use the Quick Search field in the top navigation bar to find a specific matter.
- Ensure the category is set to Matters.
- Enter any matter attribute (for example, matter name, matter number, law firm name, or status).
- Click the magnifying glass icon.
The system displays matching results on the Matters Search page.
- If multiple matters match your search criteria, a list of results appears.
- If only one matter matches, the system opens the corresponding Matter Overview page directly.
Accessing Matters from the Matter Panel on the Homepage
The Matters Panel contains quick links to common searches performed on the Matters Search page. Selecting one of these links opens the Matters Search page with the selected filter automatically applied. You can also access matters that you've bookmarked (see information in this article about adding a matter to your matters).
Accessing Matters from Info Tiles
You can also configure your info tiles to display matter links relevant to your role or preferences. This customization provides quick access to frequently referenced matters.
Accessing Matters from the Matters Tab
Click the Matters tab at the top of the page to open the Matters Search page.
From there, you can:
- Search by keywords
- Apply filters
- Modify visible columns
- Use saved views to quickly retrieve previously saved search criteria
Adding a Matter to My Matters
Bookmarking a matter allows you to access it quickly in the future. For example, you may want to bookmark a matter if you are not listed as the Matter Contact and it does not appear in your Matters panel links.
Multiple users can add the same matter to their respective My Matters lists.
You can add a matter to My Matters in two ways:
- From the Matter Overview page (single matter)
- From the Matters Search page (multiple matters at once)
Adding to My Matters from the Matter Overview Page
You can add a single matter to your My Matters list from the Matter Overview page by clicking the star icon next to the matter's title.
When selected, the star turns yellow, indicating that the matter has been added to your My Matters list. Click the star again to remove it.