Personal injury firms use matter tags in a variety of ways. You can apply an unlimited amount of matter tags to organize your matters or run custom reports.
Personal Injury Matter Tag Examples
Personal Injury – Plaintiff:
- Slip and Fall
- Medical Malpractice
- Nursing Home Abuse/Neglect
- Animal Attack
- Wrongful Death
- Gross Negligence
Motor Vehicle Accident – Plaintiff:
- Wrongful Death
- Motorcycle
- Truck
- Bus
- Construction Vehicle
- UM/UIM
If you are unsure what tags could be useful to your firm, reach out to your Account Manager for additional help.
Once you assign a tag to a matter, it will appear at the top of the matter.
How to Assign or Edit Matter Tags:
- Within your open matter, click the + at the top right of the screen.
- Add Staff Tags (1) or (2) Custom Tags.
- Click outside the tag box to close it.
To add an additional tag within your open matter, select 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.