Labels

What are Labels?

Labels are tags you can apply to clients, projects, activities, billables, and retainers to organize and categorize them. Each label has a name, optional description, and a color for easy visual identification. Labels help you organize your work, create meaningful reports, and quickly filter records by category.

Why Labels Matter

Using labels helps you:

• Organize records - Group related clients, projects, or activities together
• Enable better reporting - Generate insights by label to see how different categories perform
• Improve searchability - Find records quickly by filtering on labels
• Track business categories - Mark projects by type (e.g., "High Priority", "Internal", "R&D")
• Consistency - Ensure standardized categorization across your firm

Label Types

You can create labels for these record types:

• Clients - Categorize clients by type, industry, region, or relationship status
• Projects - Label projects by category, client type, service line, or status
• Activities - Tag activities for reporting and analysis
• Billables - Categorize billable items for analysis and reporting
• Retainers - Organize retainer contracts for tracking and management

Creating a Label

To create a new label:

1. Navigate to Management from the main menu.

2. Click Labels.

3. Use the tabs to select the label type (Clients, Projects, Activities, Billables, or Retainers).

4. Click New label.

5. Enter a Name for your label (e.g., "High Priority", "Internal Project", "Strategic Client").

6. Optionally, enter a Description to explain when this label should be used.

7. Select the Type that matches the tab you're on. This determines which records the label can be applied to.

8. Choose a Color to visually identify the label:

   • Click the color field to select a custom color
   • Or click Generate random to assign a random color automatically

9. Click Save to create the label.

Managing Labels

Viewing Labels

To view all labels of a specific type:

1. Navigate to Management > Labels.

2. Click the tab for the record type (Clients, Projects, Activities, Billables, or Retainers).

3. See all labels of that type in the list.

Editing a Label

To edit an existing label:

1. Navigate to Management > Labels.

2. Select the label type tab you want to edit.

3. Click on the label you want to modify.

4. Update the Name, Description, or Color as needed.

5. Click Save to apply your changes.

Deleting a Label

To delete a label:

1. Navigate to Management > Labels.

2. Select the label type tab.

3. Find the label you want to delete.

4. Click the delete icon (trash can) next to the label.

5. Confirm the deletion.

Note: When you delete a label, it is removed from all records it was applied to.

Using Labels on Records

Applying Labels to Clients

1. Go to Clients and open a client.

2. In the client details, find the Labels field.

3. Click to add one or more labels.

4. Save the client.

Applying Labels to Projects

1. Go to Projects and open a project.

2. In the project details, find the Labels field.

3. Click to add one or more labels.

4. Save the project.

Applying Labels to Other Records

Follow the same process for activities, billables, and retainers by finding the Labels field in each record type.

Filtering by Labels

To find records with a specific label:

1. Go to the list page for your record type (Clients, Projects, etc.).

2. Look for the Label filter option.

3. Select one or more labels to filter.

4. The list will show only records with those labels.

Reporting on Labels

Labels are useful for analysis and reporting:

1. Navigate to Reports > Labels to see a dedicated label report.

2. View metrics such as:

   • Hours logged by label
   • Revenue generated by label
   • Coverage showing which records lack labels

3. Use labels to drill down and understand performance by category.

Best Practices

Use Consistent Naming

Establish a naming convention for labels (e.g., "Client-Internal", "Project-HighPriority") so they're easy to understand and consistent across your firm.

Assign Labels Systematically

Make labeling part of your process when creating new clients or projects. Add labels to all relevant records for complete reporting data.

Keep Labels Organized

Regularly review your labels and delete unused ones to keep the system clean and easy to navigate.

Use Colors Strategically

Choose colors that help you quickly identify labels visually. For example, use red for high-priority items, green for completed projects, or blue for specific client categories.

Document Label Purposes

Use the description field to explain when and why each label should be used. This helps team members apply labels consistently.

Leverage for Reporting

Plan your labels with reporting in mind. Create labels that align with business questions you want to answer (e.g., "By Client Type", "By Service Line").