Perform a global search

Find the quick search as per the image below.

With the quick search bar in bilabl, you can use a keyword search to find data within your firm's contacts, matters, billing statements, and users.

  1. Type a keyword in the search field in the bilabl header, at least 3 characters.
  2. Press enter or return on your keyboard.
  3. Look through the results and select what you are searching for.
Filter by keywords

Filtering search results by keywords can be done when viewing the following tabs in bilabl: task, matter, corporate, individual, billing statement and user.

  1. Once you have the results, it will take time to go through each one to locate the resource you are looking for as there will be numerous results.
  2. Click on the object you want to search for, for example: matter
  3. Now the result just shows the data contained within your firm's matter

Tip: Use the right arrow to switch tabs and the down arrow to navigate through resources one by one.