Using Quick Search in Case Logistix

Westlaw® Case Logistix® allows you to limit your Document List to privileged documents and then export that list to a Microsoft®Excel file, where you can edit the list and create a log.To export a list of privileged documents, complete these steps:

Customizing a Quick Search

To customize your Quick search, complete these steps:

1. Click the Change the Quick Search Settings to the left of the box to display the Select Quick Search Columns dialog box.






Note: The selections you make in the search dialog boxes are retained as default settings until you change them.

2. If necessary, click Clear. Then select the check boxes for the fields in which you want to search, e.g., Filename.
3. Select the Search Document Text check box to search in indexed document text.
4. Click The current list or Entire Library.
5. Click Settings to display the Search Settings dialog box, where you can select a search format and options.





6. Under Search for, Boolean is selected by default. You can leave this setting as is.
7. Under Search Options, you can select the following:

• Stemming – to search for all variations of a term. For example, if you search for the term “apply,” you will also retrieve documents that contain the terms “applied,” “applying,” and “applies.”
• Phonic – to search for terms that sound like your search term and begin with the same letter. For example, if you search for the term “Smith,” you will also retrieve documents that contain the terms “Smithe” and “Smythe.”
• Fuzzy Search – to search for terms that contain typographical errors. For example, if you search for the term “apple,” you will also retrieve documents that contain “aple.” Use the slider to indicate the number of characters that may be incorrect in the search terms.
• Synonym Searching – to search for synonyms of your terms.

Viewing the Search Result

Case Logistix adds a Hits column to the Document List, which indicates the number of times the search term occurs in a document. If Data is displayed in the Hits column, it indicates your search term is in a metadata field.

To view the previous or next occurrence of your search terms on either the HTML tab or Mark-up tab, click the Previous Hit or Next Hit icons.