For business matters, you can add additional information or clarification to the default matter types in Smokeball. Matter Tags can help with this.
The matter tags you set up will change depending on the matter type. For instance, for the matter types used for forming an entity (Corporation, Limited Liability Company, etc.) you can create a matter tag for the month that the entity is formed. These tags can then be reported on or filtered on the matter list display to only show matters with a renewal due in a given month.
For the Securities matter type, you can create a tag to denote what type of securities you are dealing with: Bonds, Derivatives, Debt Securities, Hybrid, etc.
Once you assign a tag to a matter, they will appear at the top of the matter.
Assign and or Edit Matter Tags
- Within your open matter, click the + at the top left of the screen and add (1) Staff Tags or (2) Custom Tags.
- Click outside the tag box to close it. To add an additional tag within your open matter, select the blue edit tags link and add additional default options in the Matter Configuration pop-up window.
Did You Know
You can filter your matters on the home screen with matter tags.