Search inside a case
Find the right prospect, room, message or document on a busy case without scrolling — type a name, paste an email, or filter with tag: and classification:.
What it does
The search box at the top of a case is a single place to find anything inside that case — a prospect by company or contact name, a Case Room by title, a message in the inbox, a file in the data room. Type free text, or use field filters like tag:logistics or owner:me to narrow it down.
Search runs on the server, so the Inbox tab returns matching messages even if you haven't scrolled them into the page yet — no more "I can't find it because the page hasn't loaded it yet" moments.
This is not the same as the search box on the cases list (which finds cases across your whole pipeline). This one only searches inside the case you're already on.
Where it lives, what it covers
Open any case. The search box sits at the top of the page, directly below the Agent starter tiles and above the tab bar (Prospects · Rooms · Inbox · Files · …). Click it, or press Cmd + K (Ctrl + K on Windows) — or just press / anywhere on the page.
What it covers, in order of how often brokers use it:
- Prospects — investors and their contact companies, contact names, emails, tags, owner, classification, and the unread/notes indicators on the row.
- Case Rooms — room title, summary, the language the room is set up in.
- Inbox — message text, the cards in a message, sender and recipient names and emails, the parent message preview.
- Files — file names and the extracted text inside Case Room files, Offer files, and Case notes attached to this case. Talk to your files →
The tab bar updates to follow what you find. Each tab badge swaps from its normal count to a match count, and tabs that don't have any matches collapse out of the way so the page focuses on what's left. The tab you're parked on stays visible, even if it has zero matches — so you don't lose your place.
Press Esc to clear the search box and bring the bar back to its normal state.
Free text vs field filters
You can type either. Free text matches anything obvious — a contact name, a company name, a tag, a phrase from a message. Field filters narrow the search to a specific column and read like little instructions.
The field filters in this box are:
| Filter | What it finds |
|---|---|
company:acme | Prospects whose investor or contact company contains "acme". Also matches the same company name in inbox messages and rooms. |
name:smith name:"jane doe" | Prospects whose contact name contains the value. Quote the value if it has a space. Diacritics fold — name:jorgen finds "Jörgen". |
email:@acme.com | Prospects with that email. Type @domain.com to match anyone at that domain. |
owner:me | Prospects owned by you. owner:smith falls back to a name or email match. |
tag:logistics | Prospects tagged with that tag. Repeat the filter to OR — tag:vip tag:hot finds prospects with either tag. |
classification:interested | Prospects with that classification. Other values: not_interested, not_contacted, seller. A prospect with no classification yet is treated as not_contacted. |
has:unread | Prospects (or inbox items) with something unread. |
has:notes | Prospects who have at least one note logged. |
Combine filters freely — tag:logistics owner:me has:unread finds your unread logistics prospects on this case. Stacking different filters narrows the result; repeating the same filter (tag:vip tag:hot) widens it to either match.
owner:, tag:, classification: and has:notes only narrow prospects. Rooms and inbox messages don't have those columns, so they just ignore those filters — the badge counts on Rooms and Inbox tell you whether they were narrowed or left alone.
Two search modes
The cog icon on the right of the search box opens a small dropdown with two modes.
- Exact search — the default. Auto-runs as you type. Free text and the field filters above are matched literally, with diacritic folding so Jörgen and Jorgen are the same thing. Best for "I know the company / tag / classification I'm looking for."
- AI-powered search — the icon switches to a stars symbol and waits for you to press Enter (or click the search button) before it runs. AI mode pays off on the Files tab: it searches across what your files actually say, so you can ask "find the lease with an indexation cap" instead of guessing the exact filename. Prospects, Rooms and Inbox stay in exact-match mode even when you flip the switch — AI mode is for documents.
The same dropdown lists seven example queries. Click one to fill the search box, then press Enter to run it. Quickest way to learn the field-filter vocabulary without leaving the page.
Sharing what you found
When you type a search, the URL of the case page updates to include the query — ?q=tag:logistics+owner:me. Copy the URL and send it to a colleague and they'll open the case with the same search already applied.
Clearing the search box drops the query from the URL automatically. There's nothing else to remember.
The Case Room file search is separate
When you're inside a Case Room there's a separate, room-scoped search box at the top of the files list. It searches that one room's files: by file name in exact mode, and across what's actually inside them in AI mode. Same two-mode toggle, same idea, just a narrower scope.
Use the case-level search when you want to scan everything across the case. Use the room-level file search when you already know which room the document is in and you want to keep your results inside that data room.
Both searches honour the same access rules. You can only find files you can see.
Small limits worth knowing
A few constraints worth knowing:
- The search box holds up to 512 characters. You'll rarely come close.
- Negation isn't supported. Typing tag:!vip matches the literal text, not "not vip" — to narrow without a tag, add a different positive filter.
- The inbox search scans the most recent 500 messages on the case. That's far enough for anything brokers normally reach for; for older inbox messages, open the prospect's history directly.
- Today, AI mode only changes file results — Prospects, Rooms and Inbox stay in exact-match mode whichever way the toggle sits.
- The search box at the top of any case finds prospects, rooms, inbox messages and files inside that case
- Type free text, or use tag:, owner:, classification:, company:, name:, email:, has: to narrow
- Tab badges swap to match counts; tabs without matches collapse out of the way
- AI mode (the stars icon) searches inside what your files actually say — great for "find the lease that mentions…"
- The URL carries your query, so a search is shareable as a link
Most brokers we watch use this box for two everyday jobs: finding the one investor who emailed last week without scrolling the inbox, and pulling up every prospect tagged with the asset class the seller just asked about. Both take about three seconds with a field filter and forever without one.