Organizing Cases
Keep your caseload organized with tags, filters, and archives.
Using Tags (Coming Soon)
Soon you'll be able to add tags to categorize your cases:
- Case type (felony, misdemeanor, violation)
- Court (Supreme, County, City)
- Status (active, pending, trial)
Filtering Cases (Coming Soon)
Filtering options will include:
- Status - Active, archived, or all
- Tags - Filter by one or more tags
- Date - Cases created within a date range
Archiving Cases
When a case is closed:
- Open the case
- Click Archive Case
- Confirm the action
Archived cases are hidden from the default view but can be accessed by changing the status filter to "Archived."