Overview
Keyword Groups allow your organisation to automatically detect cases based on keywords and filters. When a case matches an Include Keyword in a group, it is pulled into that group for tracking. Exclude Keywords prevent false matches. Each group can also be configured with case filters, access controls, causelist alerts, and judgement keywords to give you more precise control over how cases are tracked and alerted.
The Keyword Groups Page
The Keyword Groups page shows a summary of your groups at the top with four stat cards:
Groups Used — total number of groups currently in use out of your allowed limit
Active — number of active keyword groups
Auto Move On — number of groups with Auto Move enabled
Cause List Alert — number of groups with Cause List Alert enabled
Each group card displays the group name, status (Active/Inactive), any enabled features (Cause List Alert, Auto Move), and three columns: Include Keywords, Exclude Keywords, and Judgement Keywords. The Filters and Access settings are also shown on each card.
Use the Search by category name bar at the top right to find a specific group. Click + Create Keyword Group to add a new one.
Creating a Keyword Group
Click + Create Keyword Group from the top right of the page. A panel opens on the right side with the following sections:
Category Name
Enter a name for the group. This is a label for your reference — it groups the rules below under one name in the list.
Keywords
Include Keywords — a case is added to this group when its details match an Include keyword, unless it also matches an Exclude keyword. Type a keyword and press Enter or click Add. You can add up to 10 keywords.
Exclude Keywords — cases matching these keywords are excluded from the group even if they match an Include keyword. You can add up to 3 keywords.
Case Filters (Optional)
Narrow which matching cases get pulled into this group. Leave any filter empty to include cases of every type, state, or court. Available filters:
By Case Type
By Party Side
By State
By City
By Type of Court
By Court
Access Control
Editing Rights — select which user roles can add, map, and delete cases from this keyword group
Viewing Rights — select which user roles can see this group and the cases matched into it
Auto Move
When enabled, matching cases are automatically moved to My Cases the moment they are detected. When disabled, new matching cases stay in Keyword Groups until moved manually.
Cause List Alert
When enabled, Cause List entries matching the configured keyword group will be included in Hearing Alerts. When disabled, Cause List entries will not be included in Hearing Alerts for this group.
Judgement Keywords
Case law updates matching these keywords will be included in your Daily Digest alerts. Type a keyword and press Enter or click Add. You can add up to 10 judgement keywords.
Click Create Group to save, or Discard to cancel.
Editing a Keyword Group
Click Edit on any group card to open the Edit panel. All the same fields are available — Category Name, Include Keywords, Exclude Keywords, Case Filters, Access Control, Auto Move, Cause List Alert, and Judgement Keywords. Make your changes and click Save Changes, or click Discard to cancel without saving.
Managing Groups
Each group card has the following actions:
Edit — open the edit panel for that group
Disable / Enable — toggle the group on or off without deleting it
Delete (bin icon) — permanently remove the group
Conclusion
Keyword Groups give your team a flexible and automated way to detect and organise cases without manual monitoring. By combining include and exclude keywords with case filters, causelist alerts, and judgement keyword tracking, you can ensure the right cases surface to the right people at the right time.