Search for Entities

Optimize your workflow by efficiently locating entity records using the Global Search bar or the Entity Search tool.

Overview

Finding the correct Entity record is central to managing legal data. Athennian provides a flexible search infrastructure that allows for partial matches, special characters, and specific field filtering—including the newly added Secondary Equivalent Name—to ensure records are accessible across all jurisdictions and naming conventions.

We recommend watching the Tips for Entity Searches in Athennian video, which walks through some tricks for using the Entity Search.

Availability: All customers.

Use the Global Search

Locate the Global Search bar at the top of any Athennian page
Enter the Entity Name, Secondary Equivalent Name, Registration Number or a portion of the name into the Search field
- Note: If searching by the Secondary Equivalent Name (recorded in the Entity Details > General tab), view the results populated in the dropdown menu, where the Entity displays its primary name alongside the Secondary Equivalent Name below it
Review the results in the dropdown menu and select the desired Entity

Use the Entities Search Bar

Navigate to the Entities tab on the left-hand side of the application
Click the Search bar in the top right-hand corner of the All Entities screen
Type the search criteria into the Search bar
Observe that Athennian automatically scans the following fields:
- Entity Name
- Business Name (Registration)
- Previous Names
- Tax ID Number
- Registration Number (Home Jurisdiction)
- Minute Book Number
- Client Number
- Document File Number

Apply Search Logic and Characters

Entity Names Containing Characters

Use the Search bar for Entity Names containing special characters (e.g., é, è, ñ, ç)
Ensure the specific accent is included for an exact match, or perform a Partial Search (e.g., search "Caf" to locate "Café")

Entity Names Containing Brackets

Include brackets in the search criteria if they are part of the official Entity Name (e.g., "Paper (Interactive) Inc")

Note: Enter text in either Uppercase or lowercase, as the Search bar is not case-sensitive

Filter by Select Search Options

Business Name

Click the Select Search Options dropdown menu on the left-hand side of the Search bar
Select Business Name from the list
Type the specific Business Name into the Search bar to filter results where the Registration Type is Business Name and where the Business Name matches your search criteria