In Legalsense, tags (labels) can be added to clients, contacts, and matters. This makes it possible to create and use your own tags. These tags can then be searched and filtered by in the overview pages of the clients, contacts and matters.
Creating Tags is possible in the following two ways:
- Through 'Settings' - 'Lists' - 'Tags' by means of the 'New tag' button:
- Through the input field 'Tags' on the client, contact or matter:
As soon as you enter a value here that is not already known as a tag under 'Settings' - 'Lists' - 'Tags', you will see that the suggestion 'Add test' is automatically made. If you click on 'Enter' on your keyboard the tag will be added automatically to the options under 'Settings' - 'Lists' - 'Tags'.
Tags can be added to clients, contacts and matters. When you click on 'Edit', you have the 'Tags' field where you can add existing tags or add new tags.
When you have added a tag you can see it directly under the title of the matter (or client/contact).
The use of tags allows you to add your own labels to clients, contacts and matters. By using the tags, you can then keep track of your own categories on which you can also filter. Under the advanced search function there is an additional search field called 'Tags'. The result will show all clients, contacts or matters that contain a tag specified in the search field.
You can also export the search result to Excel using the 'Export' button.
In addition, it is also possible to link multiple tags to one client, contact or matter: