Set up Criminal Matter Tags

Criminal Law Matter Tag Examples

  • Types of Felonies/Misdemeanors: Murder, Robbery. Sexual Assault, Assault, Battery, Arson etc.
    • (perhaps even broken down by degree)
  • Keep track of the status or critical information: Set for Trial, Plea Bargaining, Preliminary Hearing, Pretrial Motions, Out on Bail and Discovery etc.
  • Once you assign a tag to a matter, they will appear at the top of the matter

Note: You can use matter types to distinguish between felony and misdemeanor


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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