Lawcus

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 <code>User Avatar</code> and select <code>Settings</code>.

Click on <code>Matter Tags</code> under <code>Firm Settings</code>.

Add the name of the tag within <code>Tag name</code> field and click on <code>Create</code> button to save it.

1. Click on the <code>User Avatar</code> and select <code>Settings</code>.
2. Click on <code>Matter Tags</code> under <code>Firm Settings</code>.
3. Add the name of the tag within <code>Tag name</code> field and click on <code>Create</code> button to save it.

Note: The default color will be applied for the tags in <code>Method 1</code>.

Method 2: Steps to Create Matter Tags from the Matter Creation Page

When you <code>Create a New Matter</code> or <code>Edit an Existing Matter</code>, click on the <code>Tags Button</code>.

For New Tags, just<code> type the Tag Name</code> and click on <code>Enter </code>to create the new tag. Also, click on the <code>dropdown</code> next to the tag name to apply any color of your requirement to the tag.

1. When you <code>Create a New Matter</code> or <code>Edit an Existing Matter</code>, click on the <code>Tags Button</code>.

2. For New Tags, just<code> type the Tag Name</code> and click on <code>Enter </code>to create the new tag. Also, click on the <code>dropdown</code> next 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 <code>Matters</code> from the left.

Click on <code>More Actions</code> from the right and select <code>Matter Tags</code>.

1. Click on <code>Matters</code> from the left.
2. Click on <code>More Actions</code> from the right and select <code>Matter Tags</code>.
3. Add the name of the tag within <code>Tag name</code> field and click on <code>Create</code> button to save it.

Click on the <code>Avatar Icon</code> and select <code>Settings</code>.

Click <code>Firm Settings</code> and select <code>Matter Tags</code> from the dropdown.

Click the <code>Trash Icon</code> next to a matter tag you’d like to delete and click <code>Yes</code> in the confirmation window.

1. Click on the <code>Avatar Icon</code> and select <code>Settings</code>.
2. Click <code>Firm Settings</code> and select <code>Matter Tags</code> from the dropdown.
3. Click the <code>Trash Icon</code> next to a matter tag you’d like to delete and click <code>Yes</code> in the confirmation window.

Steps to Add Tags to an Existing Matter or New Matter

Go to <code>Matters</code> from the left side.

Select the <code>Desired Matter</code> by clicking on its <code>Matter Card</code> and click on the <code>Edit Icon</code> next to the <code>Matter Name</code> or select <code>Edit Matte</code>r option under <code>Quick Actions</code>.

For New Matters, click on <code>New Matter</code> button from the <code>Matters page</code>.

Locate the <code>Tags section</code> and click on it to add new tags or modify existing ones for the matter. To remove existing tags, Click on the <code>X button</code> next to the tag name.

After Adding the tags click on <code>Save</code> or <code>Update</code> to save the tags.

1. Go to <code>Matters</code> from the left side.
2. Select the <code>Desired Matter</code> by clicking on its <code>Matter Card</code> and click on the <code>Edit Icon</code> next to the <code>Matter Name</code> or select <code>Edit Matte</code>r option under <code>Quick Actions</code>.
3. For New Matters, click on <code>New Matter</code> button from the <code>Matters page</code>.
4. Locate the <code>Tags section</code> and click on it to add new tags or modify existing ones for the matter. To remove existing tags, Click on the <code>X button</code> next to the tag name.
5. After Adding the tags click on <code>Save</code> or <code>Update</code> to save the tags.

Added tags will appear in the Matter Info section and also under the Tags column of the matter list.

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FAQ1: Is it possible to add a tag in the notes section of matters?

Answer: We don't currently have this functionality.

Add and manage tags for matters in Lawcus for easy search and organization. Streamline your legal practice today!

How to Create & Apply Matter Tags in Lawcus?

Method 1: Steps to Create Matter Tags from Settings

Method 2: Steps to Create Matter Tags from the Matter Creation Page

Method 3: Steps to Create Matter Tags from the Matter List Page

Steps to Delete Matter Tags

Steps to Add Tags to an Existing Matter or New Matter

FAQ Section

FAQ1: Is it possible to add a tag in the notes section of matters?