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Links to view and edit a matter's Legal Hierarchy and Business Hierarchy are under Categories on the Matter Navigation Bar.

Click Categories to add new categories or retire categories that are no longer needed. Categories help recipients quickly determine the subject type or importance of a text.

Categories Link

  • Enter the new category name in the Add New Category text box and click Save to add a new category.
  • Click RET to retire a category.
    Important Note: Once a category is retired it is no longer available for use on any matter records.
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