Tags in CaseFox and MatterSuite allow you to group and organize related items across your entire account—regardless of which client, matter, or module they belong to. Tags act like flexible labels you can apply to anything: tasks, notes, documents, time entries, expenses, invoices, events, and more.

If you regularly work with large volumes of information, tags make it easy to quickly filter, search, and manage related items in one place.

Why Use Tags?

Tags give you more control over how your data is organized. You can use them to:

• Group related items across different matters and clients

• Track stages of a case (e.g., Discovery, Settlement, Trial Prep)

• Prioritize work (e.g., Urgent, Follow-Up, Review Needed)

• Organize by topic (e.g., Compliance 2024, Immigration Documents)

• Collaborate with your team using consistent labels

• Search faster using a single click filter

Tags are completely customizable—create whatever categories make sense for your workflow.

Real-Life Examples

1. Prioritizing Important Work With “Urgent” Tags

A lawyer receives several items that all require same-day attention:

• A hearing reminder

• A discovery deadline

• A note from a client needing an immediate callback

By tagging each item as Urgent, the lawyer can instantly view all high-priority items on a single screen.

2. Grouping Everything Related to Settlement

During settlement negotiations, the team tags:

• Settlement agreements

• Related email notes

• Time entries for negotiation

• Documents exchanged with opposing counsel

Filtering by the Settlement tag shows a unified view of every settlement-related item, even if they belong to different matters or clients.

3. Tracking Compliance Work Across Multiple Clients

A firm handling annual compliance requirements assigns a tag such as 2024 Compliance to:

• Tasks for each corporate client

• Compliance documents

• Invoices and time entries

• Meeting notes and reminders

With one click, the lawyer sees all compliance work for all clients—ideal for reporting and follow-up.

How to Add Tags in CaseFox

1. Open the item you want to tag (task, document, time entry, note, etc.).

2. Look for the Tags field or Add Tag button.

3. Select an existing tag or type a new tag name to create one.

4. Save the item.

You can add as many tags to an item as you need.

How to View Items by Tag

1. Go to the Tags section or look for the tag filter area.

2. Click on any tag name.

3. CaseFox will show every item using that tag, across all modules, clients, and matters.

This gives you a clean, consolidated view of everything related to a topic.

Best Practices for Using Tags

• Use simple, clear names (e.g., Trial Prep, Billing Issue, Urgent)

• Keep tags consistent across your team

• Avoid too many similar variations (e.g., Follow-Up, Follow Up, FU)

• Use tags for cross-matter organization, not as a replacement for matters or folders

Summary

Tags provide a powerful, flexible way to organize your CaseFox and MatterSuite data across clients and matters. Whether you’re tracking priorities, grouping documents, or managing a project that spans multiple clients, tags help you stay organized and find what you need faster.

If you need help setting up a tagging workflow for your firm, contact our support team—we’re here to help!