Skip to main content

Setting Up Custom Labels in the Litigation Module

Create and manage custom label categories in the Litigation module to organise, filter, and report on your cases more effectively.

Written by Akshat Singhal

Overview

The Labels section in the Litigation module lets you create and manage custom label categories to organise your cases. Labels can be applied to cases based on attributes such as department, priority, region, or legal issue, making it easier to filter, track, and report across your caseload.

How to Access Labels

  1. Click on Settings from the left-hand navigation bar.

  2. Click on Labels.

This opens the Labels page. The left panel lists all your label categories, with the number of labels in each category shown below the category name. Use the Search categories bar to find a specific category. Click any category to view its labels in the right panel.

How to Create a Label Category

  1. Click + Create Category at the top right of the Labels page.

  2. Enter a Category Name.

  3. Add individual labels under the category. For each label, enter a name and assign a colour.

  4. Click + Add Label to add more labels within the same category.

  5. Click Save Changes to create the category.

How to Edit a Label Category

  1. Click on the category you want to edit from the left panel.

  2. Click Edit Labels at the top right of the right panel.

  3. An Edit Labels panel slides in on the right showing the category name and all labels with their colours.

  4. Update the category name or edit, add, or remove labels as needed.

  5. Click Save Changes to apply.

Understanding the Labels List

Each label within a category shows:

  • Label name with its assigned colour

  • Usage Count — the number of cases currently tagged with that label

  • Created On — the date the label was created

The Usage Count gives you a quick view of how actively each label is being used across your caseload without running a separate report.

Conclusion

Keeping labels well-organised ensures your team can filter, report on, and manage cases efficiently. Reviewing label categories periodically, especially as teams or case types evolve, helps maintain a clean and useful labelling structure across your litigation portfolio.

Did this answer your question?