Probate & Estate Administration Matter Tag Examples
- Assets over 100K
- Assets under 800K
- Intestate
- Personal Injury Claim
- Unknown Heirs
- Worker’s Compensation Claim
Once you assign a tag to a matter, it will appear at the top of the matter.
How to 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 preview which tags are assigned to a matter on the home screen by mousing over the bar icon in the Tags column.
If necessary, you can link two related matters together.