LawAlign’s secret weapon is the powerful search and export features. Having the ability to search across multiple fields at one time, while being able to include and omit requests, and add on to your search, allows you to have complete control over all of your data. You can group and list how you wish! No other case management system compares! Don’t take our word for it, try it for yourself!
For example, you can search for all of your settlement offers by the type of case, or with a particular insurance company, or a combination of both. The options are limitless.
First step is to get to the find mode by clicking the Find button at the top of the screen. Next, you will right click in the offer field and select > greater than from your operators list because we are trying to find all of the cases that you currently have an offer on.
Next, Perform Find.
LawAlign found 24 cases that you have a settlement offer on, out of your total 384 cases.
On the upper left corner in Find, select the option to Export Records. Once you select to export into Excel you will get this pop up.
Next you will be asked to select all of the fields that you wish to export. There is no limit to the amount of fields you can export. You can arrange the field export order in any manner you like and select Export.
And a beautiful excel spreadsheet is ready to be reviewed with all of the fields you chose to export!
There you have it! Now if that isn’t impressive, I don’t know what is. Also, keep in mind, this example was a very simple search! Imagine what you will be able to do with a more complex search.
