Matter Tags can be used to narrow down the type of matter you are working on or to add extra information that you want to highlight. You can sort your matters by matter tag in addition to running reports on them. Many Smokeball matter types already include specialized information as matter details (Civil Rights, Property Damage, etc.), but tags provide even more specification.
Examples of tags for civil litigation matters include:
- Small Claims
- Breach of Contract
- Defamation
- Fraud
- Trespass
- Police Brutality
- Jury Trial
- Pro Bono
Note: Once you assign a tag to a matter, it 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. 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 Edit Tags and add additional default options.
Did You Know
You can organize your matters on the home screen by matter tags using the View option to Group by Tag.