In Clio Manage, a tag is a coloured label your firm creates to categorise a matter. Tags let your firm group matters by case type, referral source, or any other category that matters to your practice, without adding a custom field. Once applied, a tag helps you locate and filter related matters across the matters table.
Matters and contacts draw from the same tag list. See Contact Tags to learn more. A tag you create, rename, or delete from a matter is the same tag available on contacts, and the reverse also applies.
Note: Administrators create, rename, and delete tags. Any user with access to a matter applies an existing tag to it.
Create and manage matter tags
The Tag settings modal is where your firm creates, renames, and deletes tags. Open it from either location below.
Tip: Short, specific tag names, and a small overall number of tags, keep this categorisation useful as your firm's matter list grows.
- Go to Matters and click Manage tags in the upper right corner.
- Or create a matter, or edit an existing matter, then under the Tags section, click Manage tags.
- Under Create new tag, click the colour swatch and select a colour.
- Enter a name for the tag.
- Click Create tag.
- Click Close.
- Go to Matters and click Manage tags in the upper right corner.
- Or create a matter, or edit an existing matter, then under the Tags section, click Manage tags.
- Under Manage existing tags, click the pencil icon beside the tag you want to rename.
- Select a new colour, enter a new name, or both.
- Click Save.
- Click Close.
Note: Renaming or recolouring a tag updates it everywhere your firm applies it, on every matter and contact.
- Go to Matters and click Manage tags in the upper right corner.
- Or create a matter, or edit an existing matter, then under the Tags section, click Manage tags.
- Under Manage existing tags, click the rubbish bin icon beside the tag you want to delete.
- Click Confirm.
- Click Close.
Important: Deleting a tag removes it from every matter and contact where your firm applies it. This change is permanent.
Apply and remove matter tags
A matter's Details card on the matter dashboard holds its applied tags. Any user with access to the matter can add or remove a tag there.
Apply a tag
- Create a matter, or edit an existing matter.
- Scroll to the Tags section.
- Under Tags, search for a tag, then select it.
- Click Save matter.
Remove a tag
Removing a tag from a matter keeps the tag available in your account for other matters and contacts.
- Edit the matter.
- Scroll to the Tags section.
- Click the X beside the tag you want to remove.
- Click Save matter.
Up next
- Manage the same tags from the contacts side of Clio Manage: Contact Tags.
- Filter the matters table by tag: Filter and Export Matters in Clio Manage