To add/create tags on matters,  login to your LawGro account:

  1. Once logged in, click Main Menu (≡) on the header, then click Settings.
  2. Click Tags under Firm Settings.
  3. Go to Matter Tags section and click + New located at top right of each section.
  4. Enter Name and Description of the Tag.
  5. Click Save.

Once you click Save, the created tag can be assigned to contact while creating, editing contact.

NOTE: Only Firm Admin and Team members having “Full” access can add/create tags.

Assign tags to matter

Now you can assign tags to your matters by following the below steps:

  1. When you are in the matter creation form, simply click More.
  2. Go to Tags field, choose the tag from the dropdown, if tags are already created on matter.
  3. Click Save.

Learn more about Matters


Related Articles:
Matters Overview
Add a new matter
Assign team members to matter
Add custom fields to matter
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Edit matter
Delete matter
Matter searches
Using filters to sort matter


About LawGro:

LawGro is a next generation law practice management software to help lawyers deliver client happiness and grow business.

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