Civil Litigation Matter Tags

Civil Litigation Matter Tag Examples

  • Types of Cases: Small Claims, Breach of Contract, Defamation, Fraud, Trespass etc.
    • (perhaps even broken down by degree)
  • Keep track of the status or critical information: Set for Trial, Settlement Negotiations, Pre-Trial Hearing, Discovery Propounded, etc.

Note: You can use matter types to distinguish between property damage and other civil disputes. 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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