Manage case tags

Open Settings → Case workflow → Tags to manage the firm’s case labels. Staff with case-editing access can add a new tag by typing it on a case; this screen lists the resulting tags. Use the available management controls to rename or retire them.

Rename changes the displayed name on cases carrying the tag. Names are case-insensitive: “Veteran” and “veteran” identify the same tag, while the saved capitalisation is retained.

Retire removes the tag from choices for new use. Cases already carrying it keep it. Use Restore in the retired list to make it available again. If the name has been reused, resolve that naming conflict first.

Counts reflect only cases you can access. Staff restricted to particular locations may see smaller counts than the firm’s total.