Simplify Legal Case Management with Custom Tags

Custom tagging is the process of assigning a personalized tag or label to the data for better organization and accessibility. It makes data filtering more efficient and keeps everything flexible.

Law firms can use custom tags to find things more easily and flexibly. They can structure the data, colour-code tags for better management. Custom tags support targeted filtration of data that lets law be more organised. It makes the search more precise, which is why law firms should consider using custom tagging.

CaseFox gives you the flexibility to create and apply custom tags easily so you can organize different data. All you need to do is create a new tag, apply it wherever needed, search for it, filter the data, color-code your tags, and more.

CaseFox custom tagging moves beyond labels, helping with better structuring and data filtering.

No, it's quite simple to set up custom tags in CaseFox; all you need to do is:

1. Navigate to "settings" and move to the "manage" section.
2. From there, you can go to "tags."
3. In tags, click on the "new tag" button.

And that's how you simply you can set up a tag in CaseFox

CaseFox lets you tag most of the items within the software:

- Calendar
- Task
- Cases
- Clients
- Time Entries
- Expense Entries
- Billing
- Accounts
- Ledger
- LEDES
- Vendors
- Documents
- Related External Links

To create a new tag in CaseFox, you have to do the following:

Navigate to "settings" and move to the "manage" section.
From there, you can go to "tags."
In tags, click on the "new tag" button.
Simply create a new tag.

Yes, CaseFox allows you to use multiple tags on a single item, be it cases, clients, documents, accounts, bills, or others.

Yes, you can delete and edit the tags in CaseFox after they have been created.

Custom tagging makes it easier and faster to look for any information. You don't have to search through cases, clients, documents, and accounts if you are looking for specific information with the help of colour-coded customized tags.

Yes, the custom tagging option of CaseFox lets you have a clear analytic picture. With the help of tags, you will be able to break down data by cases, clients, documents, and others. Generate detailed reports and filter by tags used to make the process more efficient within the law firm.

CaseFox has enterprise-grade security measures to ensure that every tag, case, or client data is secure. We are ISO-certified, have SSL, and provide data encryption so that all the data related to our clients is secure.

No, the custom tagging feature doesn't have any additional charges. CaseFox offers one simple pro plan that has all the features, so you don't have to pay anything additionally to use custom tags.