Set up Business Matter Tags

Business Law Matter Tag Examples

  • Artistic License
  • Trademark
  • Patent
  • Month of Renewals
  • Dissolved
  • Sole or Joint Ownership

Once you assign a tag to a matter, they will appear at the top of the matter.


How to Assign and or Edit Matter Tags

  1. Within your open matter, click the + at the top right of the screen. Add (1) Staff Tags or (2) Custom Tags

  1. Click outside the tag box to close it. To add an additional tag within your open matter Edit Tags and add additional default options.

Did You Know

  • You can organize your matters on the home screen by matter tags using the filter.

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