Document Search

Find documents quickly using Infera Law's powerful search features.

Basic Search

1. Click the search bar at the top of the page (or press /)
2. Type your search terms
3. Press Enter or click the search icon
4. Results appear instantly

What Gets Searched

Infera Law searches across:

• File names - The name of the document
• File contents - Text within PDFs, Word docs, and other documents
• OCR text - Text extracted from scanned documents and images
• Metadata - Upload date, uploader name, etc.

Search Tips

Exact Phrases

Use quotes to search for exact phrases:

"motion to dismiss"

Multiple Terms

All terms must appear (AND search):

smith contract 2024

Exclude Terms

Use minus to exclude terms:

contract -draft

Filtering a Matter's Documents

On a matter's Documents tab, use the buttons under Filter By to narrow the list:

• Document Type — choose one or more recognized document types. The menu is grouped into Income & Assets, Debts & Liabilities, and Other, with brokerage, retirement, and loan statements listed separately.
• Status — show processing, processed, failed, or duplicate files.
• File Information — search by document name, choose an upload-date range, limit the list to a party, or show documents uploaded through a link.
• Document Request — limit the list to documents linked to a specific document request. This filter appears when the matter has requests.

Infera Law also adds filters for the specific records it finds in the matter. Depending on what has been uploaded, you can narrow the list to an individual bank, credit-card, brokerage, retirement, or loan account; an employer; a tax return; an insurance policy; or a particular record such as a 1099, Schedule K-1, deed, promissory note, loan application, financial affidavit, or court order.

When you select an account-based filter, Statement Dates lets you limit results by statement period. Every active choice appears under Applied Filters; remove a single filter there or click Clear all to start over.

Sorting Results

Sort search results by:

• Relevance (default) - Most relevant matches first
• Date - Newest or oldest first
• Name - Alphabetical order
• Size - Largest or smallest first

Saving Searches

For searches you run frequently:

1. Perform your search
2. Click Save Search
3. Give it a name
4. Access saved searches from the sidebar

Search Within a Folder

To limit search to a specific folder:

1. Navigate to the folder first
2. Then perform your search
3. Results will only include documents in that folder and subfolders

No Results?

If you're not finding what you need:

• Check spelling
• Try different keywords
• Remove filters
• Search from the root folder to search everywhere
• Check if the document was recently uploaded (indexing may take a moment)