Using Contact or Matter Tags

Overview

Tags in Lawmatics can be used to trigger automations, generate filtered audience lists, and create reports. This guide will walk you through how to apply, filter, automate, and manage tags effectively.Reports and Audiences

Reports and Audiences

Once tags are applied to matters or contacts, they can be used as filters in reports or audience lists. Both have the same filtering options.

Filtering by Tags

To filter using a tag:

1. Select Tags as the filter.
2. If filtering matters, select Tags (Matter).
3. If filtering contacts, select Tags (Contact).
4. Choose from the following filtering options:
   • Contains All: Includes only records with both selected tags.
   • Contains At Least One: Includes records with either tag.
   • Exact Match: Includes only records that only have the selected tags and no others.
   • Doesn’t Contain All: Excludes records that have both tags.
   • Doesn’t Contain Any: Excludes records that have at least one of the selected tags.

Automations

Tags can be applied to matters or contacts automatically using automations.

Applying Tags via Automation

1. Select the Change Attributes action in the automation sequence.
2. For matters, choose Tags (Matter) from the field dropdown.
3. For contacts, choose Tags (Contact).
4. Select the tag(s) you want to apply.
5. You can create a new tag by typing the name and clicking Create Option.

Triggering Automations with Tags

Tags can also trigger automations using the Match on Fields entry condition:

1. Select Tags (Matter) or Tags (Contact).
2. Set the appropriate condition (e.g., Contains All, Contains At Least One).
3. Choose the tags that should trigger the automation.

Example: If an automation is set to trigger when a matter has either the Friend & Family or Referral Partner tag, selecting Contains At Least One will include both. If you only want matters with both tags, choose Contains All.

Managing and Deleting Tags

To manage tags:

1. Navigate to Settings from the left-side navigation bar.
2. Select Tag Settings.
3. Here, you can:
   • Edit a tag by clicking the edit pencil icon.
   • Delete a tag by clicking the trash icon.
     • Note: Deleting a tag will remove it from all associated contacts and matters.

FAQ's

Why would I want to trigger an automation on a tag?

Just like any other automation entry condition, tags are a great way of distinguishing when a particular matter should run through a workflow or not. For example, you may have an automation that automatically sends out an ebook or other asset when requested by a lead. You could simply apply a tag of "Requested E-Book" on that matter, and then if you have an automation that triggers on this tag, the e-book will automatically be sent without you needing to lift a finger.

When should I automatically apply a tag using an automation?

Using the same E-Book example mentioned above, you might have a form or a button on your website that can be clicked to "request our firm's e-book". You will then want to have an automation that triggers when someone requests the e-book, and it is a great idea to automatically apply a "Requested E-Book" tag here. Then let's say down the road, your firm writes another e-book, you could easily send that e-book to anyone who has requested one in the past, because you know that they had a certain tag automatically applied when they first requested one.