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Manage types of counsel for data organization and reporting.

The Classifications hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to keep data for firms and vendors organized to aid with reporting.

Classifications Link

Edit a Classification

  1. Click the calendar event icon and use the available text box to enter a new name.
  2. Click Save to confirm, or trash can iconRetire Category to deactivate the classification.

Retired Categories

Retired categories show up with the red circle icon to the right of the name. These categories can still be selected for editing.

  • Click on the category name and type your changes into the text box, then click Save.
  • Click activate icon Activate Category to reactivate the classification.

Add a New Classification

Filter Options:



Type Company

Display classifications based on the company type.

Expertise Area (Company)

Display classifications based on company's expertise area.

Reference Title

Display classifications based on reference title.

Type Counsel

Display classifications based on a type of counsel.

Expertise Area (Individual)

Display classifications based on an individual's expertise area.

Job Title

Display classifications based on job title.


Display classifications that are not being used.

Classifications Filter

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