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Quick, practical tips on using Case Logistix

Creating Saved Searches in Case Logistix

The Search Assistant feature in Westlaw® Case Logistix® allows you to formulate complex queries and save your searches. To access the Search Assistant dialog box, on the Research toolbar, click Create a New Search.

Search Assistant Toolbar

Using the Search In Tab
By default, Case Logistix includes all documents in a search. Select the check box for an IntelliFolder or Tags folder to limit your search. Selecting a folder also selects all of its sub-folders. If more than one folder is selected, the default operator is OR.

Search Assistant - Search In

Using the Search For Tab

The Search For tab allows you to search for information in particular fields. First click Add to display drop-down arrows for your criteria. Then use the lists and text boxes to include criteria in your search. Click AND or OR to include more than one field in a search. If you click AND, the search includes all the criteria you add; if you click OR, the search includes any criteria you add.


  • You can add terms to the Search For box from a .txt file by clicking word list and selecting the appropriate file.
  • When you type terms on the Search Document Text tab, they are automatically added to search criteria you selected on the other tabs using the AND connector.
Search Document Text

Using the Advanced Tab
Case Logistix provides the tools to create SQL expressions, which you can add to your search. Additionally, the Advanced tab allows you to add AND or OR connectors to criteria on the Search For tab.

The following illustration shows a search for documents that includes Bower or Jameson in the Custodian field and the term mold in the Subject field. You can have multiple Boolean connectors by manually grouping criteria into parentheses.

Search Assistant - Advanced

Saving and Sharing a Search
At the top of the Search Assistant dialog box, in the Name box, type a name. Then select the Shared check box.

Search Assistant - Name box

If you do not select the Shared check box, your search is automatically saved in the My Searches folder in the left pane.

Running a Saved Search
After you run a search using the Search Assistant, the search is automatically saved, which allows you to run it again at any time. To run a saved search, locate the search in the Shared Searches or My Searches folder in the left pane, then click it.

Search Assistant - Folder Tree