Trying to find a way to organize all of your Matter Roles? No problem! CARET Legal lets you color-code your different Roles.
- Simply select Firm Settings from the drop-down menu beside your avatar.
- 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.
- 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.
- The Name and Color fields become editable.