Searching for Time? CounselLink Delivers

Amy Nelson, Learning Experience Principal, LexisNexis: 

Who doesn't love a tool that fills more than one need?  Just like the Swiss Army Knife and the Insta-Pot, CounselLink Search is a multitasker.   Of course, you can enter a keyword to find a matter, invoice or law firm, but search can do so much more.  Search can speed up your day, increase your efficiency and help you gain perspective on your data. 

Speed up your Day with Saved Searches

As you are aware, CounselLink has numerous links on the homepage to help you find data quickly.  You can also populate the homepage with your own search links.  Here is a great example, feel free to set up others of your own. 

      Recent Approvals (show me an example

  1. Click the Invoice Tab
  2. Click the Filter Widget to select necessary filters
  3. Check and save Workflow Status and Last Invoice Approved Date as filters
  4. Select Approved and Within 30 Days from the new filters
  5. Click Save Search and name the search: recent approvals
  6. Search appears on the homepage and will dynamically refresh whenever you select it. 



Increase your Efficiency with Mass Actions

Once you have executed a search, you may have access to Mass Actions.  Mass Actions allow you to update multiple items at once.  Explore the search tabs to review the actions available.  Example:  Update the Matter contact or invoice contact on multiple matters at once.

     Update Information on Multiple Matters

  1. Click the Matter Tab
  2. Narrow down your list. Idea: select the contact ‘to be changed’ from the filter.
  3. Select the Matters that need updates
  4. Click More Actions > Update Matter Information
  5. Select the Field and Update To a new choice



Gain perspective with Quick Reporting   

The CounselLink search panel can be used as a quick reporting tool.  Any of your favorite searches can be easily exported to excel.  Remember to set up your columns, because those are the fields you will export. 

     Export Search Results (show me an example)

  1. Execute a search
  2. Configure your column choices, if necessary
  3. Select the fields to export
  4. Click the export icon