Matter Stage Tagging

The Clio, MyCase, and Practice Panther integrations track the stages of client matters. Levitate is now set up to pull those matter stages in as tags. Matter Stage tags can be used to reach out by stage, kick off automations, and more.

Use Clio, MyCase, or Practice Panther, and want these tags to pull in? Reach out directly to your Success Specialist or our Support Team to enable the feature.

Matter Stage tags are applied directly to contacts and will update when the stage is updated in the integration.