Matter tags are used a variety of different ways from firm to firm.
This article walks through how to set up default and use Matter Tags.
Review the Area of Law Practice Center for some best practices or talk with your account manager or trainer for ideas on how to set up tags for your firm.
For example: Personal Injury and Worker’s Comp might have tags like “Still Treating”, “Demand Sent”, “In Settlement”, “All Medical Records Received”. Family law matters might have tags for “No Minor Children”, “Support”, “Visitation”. Business matters could have tags set up for the month that the Annual Reports are Due.
How to Create and Use Matter Tag(s)
- On the TAGS tab
- Enter the tag name.
- Select a Color.
- Select "Add Tag"
- Select save
- You can apply a Matter Tag to a matter by selecting the "+" in any Matter header.
- You can add additional tags to matters if a default is not set or an additional tag is needed at a later date, by selecting "edit tags" on the bottom right.
- Users can filter their matters on the home screen or organize them by Matter Tags.