Smart Tagging in CaseFox and MatterSuite

Smart Tagging in CaseFox

Organize, Search, and Report with Ease

Why Use Tags?

In a busy practice, efficiency is everything. Tags act as flexible keywords that allow you to cross-reference data across CaseFox without the limits of rigid folders.

Clients & Cases
Label matters as "Pro Bono" or "High Priority" for instant filtering.

Direct Navigation
Jump directly from your Reports screen to the specific tagged records.

How to Get Started

1	Create a Tag Open any record (Client, Case, or Time Entry). Locate the Tag field, type your keyword, and hit enter.
2	Search & Navigate Use the Report screen to filter by tags. Clicking a result navigates you directly to that data point.