Matter search makes it easy to find matters or projects by searching for their:
ID
Name
Description
You can filter results using Matter-specific characteristics.
Matter Dashboards highlight key criteria, giving a quick overview of each Matter along with its related documents and emails, which are searchable.
NOTE: iManage Insight+ Matter Search is available to all organizations with an Insight+ Professional Tier license. If you don’t see it, your organization hasn't configured it.
Determining relevance
By default, results are ranked by relevance, rather than alphabetically or by date. The most relevant matters based on your terms appear at the top of the results list.
Each term is scored and those scores are combined—for example, if you search for three terms, the result reflects the sum of how well each term matches.
Relevance considers how often your terms appear across matters. Matters where the term appears more frequently will generally be displayed higher in the results. At the same time, common terms (words that appear frequently across all matters) carry less weight than distinctive ones.
Field length is also factored in. A term appearing twice in a short field is likely to be more relevant than the same term appearing twice in a long one. This helps surface genuinely relevant results.
Searching for a Matter (project) ID will return only the matter searched for.
For more details on matter search options, see: