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Setting a Flag: Quick Refernce

Step-by-step instructions how how to flag a matter record.

Flag a Matter Record:

  1. Click the Matters tab and select My Matters.
  2. Select a matter from your Matter Assignments list.
  3. Under the Matter Navigation Bar on the right side of the page, click Set Flag.
  4. Select the flag color of your choice.

Note: Colors do not have a specific meaning to the Lawtrac database. They are intended for your personal organization. 

To remove the flag, click the Remove Flag hyperlink that has replaced Set Flag.

Flag a Matter           

Flag a Budget:

  1. Click the Finance tab and select Budget Management.
  2. Click on a budget number from your list to open it.
  3. Under the assigned matter name on the right side of the page, click Set Flag.
  4. Select the flag color of your choice.

Note: Colors do not have a specific meaning to the Lawtrac database. 

To remove the flag, click the Remove Flag hyperlink that has replaced Set Flag.

Flag a Budget

Flag an Invoice:

  1. Click the Finance tab and select Invoice Management.
  2. Click on an invoice number from your list to open it.
  3. At the top of the page, click Set Flag.
  4. Select the flag color of your choice.

Note: Colors do not have a specific meaning to the Lawtrac database. 

To remove the flag, click the Remove Flag hyperlink that has replaced Set Flag.

Flag an Invoice

Flag a Saved Search

  1. Click the Matters tab and select Super Search.
  2. Click on a Recent search result from your list to open associated items.
  3. At the top of the refined list, click the flag color of your choice to set a flag.

Note: Colors do not have a specific meaning to the Lawtrac database.

To remove the flag, click the Clear Flag hyperlink that has replaced Set Flag.

You can also flag a new search by performing a Super Search in any category (Text, Dates, Checklists, Court, Product, Division, Status), then click the flag color of your choice at the bottom of the page.

Flag a Saved Search

Flag a Report

  1. Click the Reporting tab and select Report Listing.
  2. Click on a report from your list to open it.
  3. Under the list of results, click Flag as Favorite.

    If the report has not already been flagged, you are able to click the flag color of your choice to set a flag. 
    Note: Colors do not have a specific meaning to the Lawtrac database.

  4. To remove the flag, click the Flag as Favorite hyperlink again, then click the trash can icon icon.
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