Color Coding Matter Roles

  • Updated
Trying to find a way to organize all of your Matter Roles? No problem! CARET Legal lets you color-code your different Roles.
  1. Simply select Firm Settings from the drop-down menu beside your avatar.

  2. Click Matters & Contacts from the menu bar and select Matter Contact Roles from the expanded menu to view the Names and Colors of your Matter Contact Roles.


  3. You can set it up as you create the Roles or click the Edit icon beside a role to edit existing ones.

    • The Name and Color fields become editable.
      • Enter a new Name in the textbox.
      • Select the down arrow beside a Color chip to select a different color from the color palette.

Was this article helpful?

0 out of 0 found this helpful