How to create a tag? - CaseFox

How to Create a Tag to Organize Data

Login -> Settings -> Manage -> Tags -> Add Tags

1. Log in to CaseFox.
2. In the navigation bar, click on the "Settings" tab.
3. Select the "Manage" from the list.
4. Under Manage, select the "Tags" option.
5. You will be redirected to a new window for managing tags.
6. To create a new tag, click on the "Add Tag" button located at the top right.
7. Fill in the necessary details and click on the "Save" button.

Different type of data items may be tagged and can be used to find the data based on tags.  

Scenario:
A law firm handles hundreds of matters, events, invoices, documents, and tasks. A lawyer wants a fast way to group related items across different clients and matters—without needing to remember where each item is stored.

Example: Tagging for “Urgent”, “Settlement”, and “2024 Compliance”

A lawyer creates and applies the following tags:

1. “Urgent” Tag – Prioritization Across the Entire System

  • The lawyer tags:

    • A hearing reminder as Urgent

    • A discovery deadline as Urgent

    • A client email that needs same-day action as Urgent

Benefit:
With one click, the lawyer sees all urgent items—tasks, notes, events, documents—regardless of which client or matter they belong to.

2. “Settlement” Tag – Grouping Items by Topic

During settlement negotiations, the lawyer tags:

  • Draft settlement agreements

  • Emails related to settlement discussions

  • Time entries related to negotiation

  • Key documents provided by opposing counsel

Benefit:
The lawyer can instantly pull up every settlement-related item across the entire case (or across multiple cases).
No need to dig through matters, folders, or long email threads.

3. “2024 Compliance” Tag – Tracking Work Across Multiple Clients

A firm works with several corporate clients who all require annual compliance updates.

The lawyer tags:

  • Annual compliance tasks for each client

  • Compliance-related invoices

  • Corporate governance documents

  • Alerts or reminders

  • Notes from client meetings

Benefit:
With one click, the lawyer can see everything related to "2024 Compliance" across all clients—making reporting and follow-up extremely easy.

Why Tags Are Powerful in a System Like CaseFox

✔ Cross-Matter Organization: Tags cut across matters, clients, and modules.
✔ Faster Search: One click filters everything connected to that topic.
✔ Better Workflow: Helps lawyers prioritize tasks or track phases (e.g., discovery, settlement).
✔ Flexible Categorization: Users can create their own system (e.g., “Trial Prep”, “Billing Issue”, “High Value Client”).
✔ Improved Team Collaboration: Everyone on the team sees the same tagged view.

If you want, I can also help you write a help-center article, a feature tooltip, or marketing copy describing how tags work inside CaseFox.




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