Blogs about Atlas, Microsoft 365, Teams

Driving better results with Hybrid Search and Atlas

Written by Lead Product Manager | Jul 8, 2025 7:19:49 AM

Unlock unparalleled search precision and relevance with hybrid search techniques. Discover how Atlas leverages this technology to transform information retrieval in the legal, professional services and other information-intensive sectors.

Why hybrid search matters for information-intensive industries

In information-intensive industries such as law or professional services, the ability to quickly and accurately retrieve relevant information is paramount. Traditional keyword-based search methods can be very effective but are at risk of falling short when it comes to end users executing effective queries. This is mainly due to traditional search tools not understanding the semantics or context behind the user’s query, leading to end-user annoyance, inefficiencies and ultimately to missed opportunities. Hybrid search is the technical ability that can address  these challenges by combining the strengths of keyword and semantic search techniques, ensuring comprehensive and precise results.

For legal and professionals services work, accurate information retrieval is critical. Hybrid search enhances the relevance and precision of search results, enabling professionals to find pertinent information swiftly, even when dealing with complex search tasks.

What is hybrid search?

Hybrid search is an advanced information retrieval strategy that combines two or more search techniques into a search algorithm. Typically, it combines traditional keyword search with semantic search, utilizing advanced machine learning techniques. This dual approach leverages the exact matching capabilities of keyword search and the contextual understanding of semantic search to provide more accurate and relevant results.

In the hybrid search process the system retrieves an initial set of candidate documents using keyword matching and semantic similarity, which are then re-ranked based on a combination of relevance scores from the relevant index. This ensures that users receive results that are both precise and contextually meaningful.

Comparison table: keyword search vs. semantic search vs. hybrid search

Feature Keyword Search Semantic Search Hybrid Search
Vector type Sparse vectors Dense vectors Sparse and dense vectors
Search method Exact keyword matching Understanding context and meaning Combines keyword matching and semantic understanding
Techniques used TF-IDF, inverted index Word embeddings (e.g., Word2vec), contextual embeddings (e.g., BERT, GPT) All of the left combined
Relevance matching Matches exact terms Captures semantic similarity Balances exact matches with semantic relevance
Query handling Needs precise keywords Understands natural language Handles both keyword and natural language queries
User experience Requires training on syntax Natural, intuitive interaction Delivers best UX with flexibility and accuracy
Scalability Scales easily Requires powerful compute (especially at scale) Optimized for scale by combining fast filters with deep learning
System complexity Low High Medium–high, depending on integration strategy
ML integration Minimal Requires pre-trained models Often includes ranking/re-ranking models using ML

 

Why Microsoft 365 native search isn’t enough in a hybrid search world

Microsoft 365 native search is powerful within its own ecosystem, but in a complex enterprise = where data spans across multiple platforms, clouds, and repositories - it often lacks the flexibility, depth, and contextual intelligence needed for comprehensive enterprise search. Organizations increasingly require unified, cross-platform search experiences that go beyond Microsoft 365’s boundaries to drive productivity, ensure compliance, and enable efficient knowledge discovery.

  • Limited scope
    Native search is confined to Microsoft 365 content (e.g., SharePoint, OneDrive, Outlook), missing data stored in other platforms like iManage, Salesforce or Aderant for example.
  • Limited metadata customization
    Native search offers limited flexibility in defining, managing, or enriching metadata fields, which restricts advanced filtering, sorting, and relevance tuning.
  • Impact on AI and semantic search
    Without rich, consistent metadata, AI-driven features like semantic search, recommendations, and knowledge mining are less effective.
  • Fragmented user experience
    Users must search separately across different tools and repositories, leading to inefficiencies and missed insights.
  • Limited customization and extensibility
    Microsoft Search has constraints in tailoring search experiences, ranking algorithms, and UI customization compared to dedicated enterprise search platforms.
  • AI and semantic search limitations
    While Microsoft is integrating AI, native search may not match the semantic depth or personalization offered by specialized hybrid search solutions.

Microsoft’s Copilot relies heavily on the Microsoft Graph and is directly impacted by the above. Additionally, the Semantic Index for Copilot lacks a lot of detail as it stores document summaries not the entire document content.

Key advantages of hybrid search

Both keyword search and semantic search have unique strengths. Keyword search uses a ranking algorithm and specific terms to determine how relevant a document is to a search query. Semantic search takes the search query and considers the context.

Hybrid search therefore offers several key advantages over traditional search methods. Firstly, it enhances relevance and precision by combining the strengths of keyword and semantic search. This means users receive results that match exact keywords and those that share the same meaning.

Secondly, hybrid search provides better query handling. It can process both simple, precise keyword queries and complex, natural language queries, making it versatile for various user needs. The ability to understand the context and intent behind queries significantly improves the user experience.

Moreover, hybrid search ensures comprehensive results. It minimizes the chances of missing relevant documents, whether they match the exact keywords or are semantically related to the query. This reduces the need for multiple search attempts, saving time and effort.

Leading platforms for hybrid search

Several platforms are leading the way in hybrid search foundational technology.

For example, Microsoft’s Azure AI Search combines traditional keyword search with newer, AI-powered techniques to find the most relevant results quickly and accurately, within a fully managed cloud service.
Couchbase makes it easy to search using different methods like text, location, and filters, all in one place, making searches faster and simpler.

Elasticsearch is another strong option that blends keyword and AI-based search. It also includes tools for visualizing data and improving search results using machine learning.

Amazon Kendra uses artificial intelligence to understand what users are really looking for, combining different search methods to deliver better answers.

These search technologies show the increased focus on search systems that can handle both traditional and AI-powered approaches, to cater for increased demand from businesses that need to deal with more complex and varied data.

Atlas solves the hybrid search problem like no other platform

Atlas delivers a next-generation hybrid search experience that makes searching across multiple systems simple, secure, and contextually rich.

1. Unified search across systems

Everything is searchable through a single interface, removing the need to jump between platforms or re-train users.  Atlas' search interface surfaces results from Microsoft 365 and third-party platforms’ including for example:

  • iManage
  • NetDocuments
  • Salesforce
  • SQL databases
  • Websites via External Insights

In fact, over hundred unique data sources can be supported, in addition to support for custom API integration.

2. Metadata-powered relevance

Unlike traditional enterprise search tools, Atlas uses auto-classification and metadata enrichment to tag content across systems. This ensures results are:

  • More relevant
  • More filterable
  • More easily targeted by AI tools such as Microsoft’s Copilot or Atlas’ own Knowledge Assistant

3. Built for both AI and search

Hybrid search isn’t just for humans, it’s for AI, too. Atlas feeds AI with the right, governed knowledge collections using Retrieval-Augmented Generation (RAG) principles. This means:

  • More accurate responses
  • Fewer hallucinations
  • Better traceability with source references

The Atlas advantage

Atlas doesn’t just improve search - it transforms search into a knowledge productivity engine.

  • Less time searching, more time doing
  • More confident AI interactions, grounded in authoritative data
  • Smarter knowledge reuse, no matter where that knowledge lives