1.Overview
The Briefcase implements sophisticated search functionality enabling rapid document discovery across large document collections.
2.Full-Text Search Functionality
The platform maintains searchable indexes of all document content:
- Indexed Search: All document text is indexed, enabling rapid full-text search (results returned within seconds regardless of collection size)
- Relevance Ranking: Search results are ranked by relevance, with documents containing multiple search term instances and documents where search terms appear in titles ranked highest
- Phrase Search: Quotation mark syntax enables exact phrase searching
- Wildcard Searching: Asterisk and question mark wildcards enable flexible searching (e.g., "therap*" returns "therapist," "therapy," "therapeutic")
- Boolean Search: AND, OR, NOT operators enable complex search combinations
Example Search Queries
- "limitation of liability" — exact phrase search for liability limitation clauses
- **indemnif* AND insurance** — documents containing indemnification and insurance, identifying provisions addressing both
- settlement OR resolution AND NOT litigation — documents discussing settlement in non-litigation contexts
3.Scanned Document Search
For scanned documents and image-based PDFs, optical character recognition (OCR) enables text extraction and searching:
- Automatic OCR: Upon document upload, scanned documents are processed to extract text
- OCR Accuracy: High-quality scans achieve 95%+ accuracy; lower-quality scans may require manual correction
- OCR Confidence Indicators: System indicates OCR confidence levels, alerting users to potential accuracy issues
4.Search Filtering and Refinement
Search results can be filtered and refined:
- Date Range Filtering: Restrict results to documents created or modified within specified date ranges
- Document Type Filtering: Restrict results to specific document types (Contracts, Pleadings, Evidence)
- Matter Filtering: Restrict results to documents associated with specific matters
- Client Filtering: Restrict results to documents associated with specific clients
- Tag Filtering: Restrict results to documents with specific tags
- Author Filtering: Restrict results to documents created by specific users
- Access Level Filtering: Restrict results to documents with specified confidentiality levels
5.AI-Powered Document Discovery
Ask Sque enhances document discovery through semantic search:
- Semantic Search: Users ask questions in natural language, and the system identifies documents matching the intent of the question (not just keyword matches)
- Example Query: "Show me all contracts with payment terms different from our standard 30-day payment terms" — the system identifies contracts, extracts payment terms, and identifies those deviating from the standard
- Comparative Search: "Find all contracts with higher indemnification obligations than our master agreement" — system compares indemnification provisions across contracts and identifies those exceeding the baseline
Frequently asked questions
Briefcase is Sque's centralized document repository for all legal documents. It integrates documents with matter context while providing advanced search, organization, classification, and security controls—going beyond traditional file server storage.
Briefcase supports multiple organizational frameworks: matter-based, document type, client-based, and custom folder hierarchies. Documents can also be classified and tagged with system-generated and user-defined tags.
Yes. The client portal provides secure, authenticated access to designated client-visible documents. Firms control visibility, download/print permissions, and expiration dates while work product remains excluded from client view.
Briefcase supports full-text search with relevance ranking, phrase search, wildcards, and Boolean operators. Scanned documents are processed with OCR, and Ask Sque enables semantic search using natural language queries.