If a matter isn't appearing when you search for it, the most common cause is that your search filters are excluding it. Follow the steps below to make sure all matter types and statuses are included in your search.
- Open the Search from the left side panel.
- Enter your search term, then select the Matters tab to narrow your search down to Matters.
- On the left panel, click Matters to search across all matter types. If a specific matter type is selected instead, matters of other types won't appear in your results.
In the top-right corner, check the Status filter. Make sure all statuses are selected — including Active, Pending, Closed, and any others relevant to your firm.
- Re-run your search.
If the matter still doesn't appear, try clearing any other active filters (such as date ranges or assigned staff) and search again.