Searching

Search functionality in Umbria is basically the same regardless of which module you are in. You also have the option of performing searches from the Quick Actions menu.

Searching for Matters and Contacts

Option 1

1. Click the Quick Actions button. The Quick Actions menu appears.
2. Under Subscription and History, select the Matters tab to search for matters or the Clients and Contacts tab to search for contacts.
3. Type a portion of the matter or contact name in the search field and click the magnifying glass icon. The screen refreshes, showing a list of matching results.

Option 2

Many screens in Umbria display a Search tab on the navigation pane on the left side of the screen. Enter any appropriate search criteria in the fields provided and click the Search button. You can click the Clear button to remove the currently set criteria.

Option 3 - Advanced Search

The Advanced Search option allows you to access additional filters beyond those available on the Search tab.

1. From the Search tab on the navigation pane, click the Advanced button.. The Advanced Search window displays.
2. Enter your search criteria in any of the provided fields and click Search. The window closes and the screen refreshes, showing a list of matching results.

Saved Searches

To save a search:

1. After entering criteria on the Search tab or on the Advanced Search window, click the Save button.
2. On the Please name this search pop-up window, enter a name for the search and click OK.

To use a saved search:

1. On the navigation pane on the left side of the screen, click the Saved Searches tab. Here you see a list of system default and custom saved searches.
2. Click on a search to view the corresponding results.

To delete a search:

1. On the Saved Searches tab, hover your cursor over a custom saved search so that it appears highlighted and an X displays to the right of it.
2. Click the X. Click OK on the confirmation message window to delete the search.

Searching for Prices

To search for a price, access the Price Search page in the Pricing module. Follow the instructions in the prior sections to perform and save searches.

Sources for Advanced Search Fields

The lists below indicate the source for each of the advanced search fields available on the Matter Price Search page.

From the client's time and billing system:

• Area of Law
• Billed Hours From
• Billed Hours To
• Client
• Country
• Date Closed
• Date Opened
• Description
• Legacy Matter Sub Subtype
• Legacy Matter Subtype
• Legacy Matter Type
• Matter
• Matter Subtype
• Matter Type
• Practice Area
• Responsible Lawyer
• State
• Status
• Sub Practice Area
• Value From
• Value To

From Umbria:

• Budget From
• Budget To
• Expenses From
• Expenses To
• Fee Type
• Search by Matter or by Phase
• Tag
• Template

From another system:

• Court
• Deal Size From
• Deal Size To
• Demanded Amount From
• Demanded Amount To
• Industry
• Outcome
• Outcome Amount From
• Outcome Amount To
• Side