Tags in Jusnote — Organize Legal Cases, Clients, and Documents with Ease

Tags in Jusnote: Organize Your Legal Work with Clarity and Speed

What Are Tags?

Tags in Jusnote are a tool for the flexible categorization of items in the system—cases, clients, documents, or tasks. Think of them as virtual labels you can add to any object to quickly identify, filter, and search relevant information.

Imagine adding a digital sticker to each case like tax law, search, or Kyiv, and instantly retrieving all items with those tags when needed.

Why Use Tags?

  • Quickly filter cases, documents, and clients by topic or status.
  • Segment your client base (e.g., foreign company, VIP client).
  • Analyze team activity by legal area or geography.
  • Improve internal communication by applying consistent labels across the firm.

How to Create or Apply a Tag

  1. Navigate to the object (case, client, document, etc.).
  2. Click “Add tag” in the appropriate field.
  3. Choose a tag from the suggested list or type a new one.
  4. Save — the tag will be added to the object.
  5. Optionally, display the "Tags" column in list views for cases, contacts, or documents.



Idea💡 Tip: Define a shared tag system for your firm to ensure clarity and consistency.

Recommended Tag Structure
​
1. Legal Field:

tax, family, commercial, IT law

2. Client Type:

VIP, public figure, non-resident, corporate

3. Geography:

Kyiv, EU, USA

4. Case Category:

civil, criminal, administrative

5. Language:

UA, EN, DE, PL

Best Practices for Using Tags
  • Use 3–5 tags per item to maintain clarity.
  • Write tags in lowercase, without spaces (use hyphens if needed).
  • Standardize tag usage across the team — consistency is key.
  • Regularly review and clean up duplicate or outdated tags.

FAQ

📌 How are tags different from categories or statuses?
Categories and statuses are fixed system fields. Tags are custom and flexible, tailored to your workflows.

📌 Are tags visible to the whole team?
Yes, if a user has access to the tagged item, they can see and use its tags.

📌 Can I edit or delete a tag?
Yes. Users with admin permissions can rename or delete unused tags in Settings → Dictionaries → Tags.


Tags are a simple but powerful way to bring structure, clarity, and speed to your legal work in Jusnote. When used systematically, they allow your team to find what matters, streamline operations, and better serve clients.

Need help setting up your tagging system? Contact us at support@jusnote.com — we’ll guide you through the best structure for your team.

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