> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Apply and remove case tags

> Use your organization’s tags to label a matter.

Case tags let staff apply the labels configured by their organization. Start from [My Cases](https://attorney.dearlegal.com/dashboard/cases) and open the case you want to update.

## Apply an existing tag

1. Select the **tag icon and count** near the case name. This is separate from the flag control.
2. In **Manage Case Tags**, select the tag under **Available Tags**.
3. Select **Save Tags**.
4. Reopen the picker to confirm the tag remains selected. The header count reflects the case's assigned tags.

<Frame caption="A selected case tag in the Manage Case Tags dialog.">
  <img src="https://mintcdn.com/grand-charter/zQHBSF8DN2vYm8-f/images/help/case-tags.jpg?fit=max&auto=format&n=zQHBSF8DN2vYm8-f&q=85&s=1021a05d9d6db8a5e9a47003b0fb525c" alt="Manage Case Tags with the demo tag selected and the Save Tags button visible." width="1798" height="1252" data-path="images/help/case-tags.jpg" />
</Frame>

## Remove a tag from this case

Open the same picker, select the assigned tag again to clear it, and select **Save Tags**. This removes the assignment from the current case. Organization-wide tag settings are managed separately in **Settings**.

## Create a label when needed

The picker also has **Create New Tag**. Entering a name and saving creates an organization tag and assigns it to this case. Check your firm's naming conventions before creating a new label.

<Note>
  Your firm may configure automatic actions for particular tags. Check with your administrator before applying a tag whose purpose you do not recognize. The saved tag selection confirms the label; check any resulting record separately.
</Note>

If the tag is missing after saving, verify the case name and reopen the picker. For labels on individual files, see [document tags](/docs/help/documents/tags).

Administrators can [configure tag automation](/docs/help/admin/tag-automation) separately from applying a label to a case.
