Tags in Lawcus are powerful keywords that enable easy searching and categorization of matter entries. You can add tags while creating a new matter or at any later time by editing the matter details.
Method 1: Steps to Create Matter Tags from Settings
Click on the
User Avatarand selectSettings.Click on
Matter TagsunderFirm Settings.Add the name of the tag within
Tag namefield and click onCreatebutton to save it.
Note: The default color will be applied for the tags in Method 1.
Method 2: Steps to Create Matter Tags from the Matter Creation Page
When you
Create a New MatterorEdit an Existing Matter, click on theTags Button.
For New Tags, just
type the Tag Nameand click onEnterto create the new tag. Also, click on thedropdownnext to the tag name to apply any color of your requirement to the tag.
Method 3: Steps to Create Matter Tags from the Matter List Page
Click on
Mattersfrom the left.Click on
More Actionsfrom the right and selectMatter Tags.Add the name of the tag within
Tag namefield and click onCreatebutton to save it.
Steps to Delete Matter Tags
Click on the
Avatar Iconand selectSettings.Click
Firm Settingsand selectMatter Tagsfrom the dropdown.Click the
Trash Iconnext to a matter tag you’d like to delete and clickYesin the confirmation window.
Steps to Add Tags to an Existing Matter or New Matter
Go to
Mattersfrom the left side.Select the
Desired Matterby clicking on itsMatter Cardand click on theEdit Iconnext to theMatter Nameor selectEdit Matter option underQuick Actions.For New Matters, click on
New Matterbutton from theMatters page.Locate the
Tags sectionand click on it to add new tags or modify existing ones for the matter. To remove existing tags, Click on theX buttonnext to the tag name.After Adding the tags click on
SaveorUpdateto save the tags.
Added tags will appear in the Matter Info section and also under the Tags column of the matter list.
FAQ Section
FAQ1: Is it possible to add a tag in the notes section of matters?
Answer: We don't currently have this functionality.