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Smart Tags

Last updated: 2026-03-23

Smart tags are automated document classifications applied based on predefined rules and criteria, letting legal teams organize document collections automatically without tagging each file by hand. New documents that match the defined conditions are included automatically, keeping the tag current as the collection grows.

What are smart tags?

Smart tags are a document organization feature that uses rules-based criteria to classify files automatically. Instead of manually assigning a tag to each document, you define the conditions a document must meet to receive the tag. The platform then evaluates every document against those conditions and applies the tag wherever there's a match.

The key advantage of smart tags over manual tagging is that they update themselves. When new files are uploaded that match the criteria, they're automatically tagged without further reviewer action. This is especially valuable in ongoing matters where document collections grow over time. The organizational structure stays consistent and complete without repeated manual review passes.

While smart tagging is a platform feature rather than a legal standard, it directly supports the proportionality requirements of FRCP Rule 26(b)(1) by enabling targeted, efficient document organization that scales with the collection.-- Proportionality standard, Federal Rules of Civil Procedure, Rule 26(b)(1)

Key facts about smart tags

  • Smart tags automatically update their membership when new files matching the criteria are uploaded, eliminating the need for repeated manual passes.
  • Criteria can combine multiple conditions, such as date ranges, file types, custodian assignments, metadata fields, and membership in other tags.
  • Automated classification supports defensible review practices by applying consistent, reproducible criteria across the entire document set.
  • Smart tags complement manual tags. Teams can use smart tags for bulk classification and manual tags for ad hoc reviewer judgments.

Smart tags in Hintyr

In Hintyr, tags and folders are interchangeable, meaning every tag also functions as a folder for organizing your documents. Smart tags are created using the Tag Wizard, which guides you through defining criteria-based rules. You can learn more about smart tag behavior in the smart tags documentation.

Criteria can include metadata fields, dates, file properties, custodian assignments, and membership in other tags. The available filter fields are listed in the filter fields reference, and you can combine criteria using different matching modes described in the criteria modes guide. If you need to freeze a smart tag at a specific point in time, you can create a snapshot tag that captures the current membership and stops auto-updating.

Frequently asked questions

What is the difference between a smart tag and a manual tag?
A smart tag automatically includes documents that match defined criteria and updates itself when new files are uploaded. A manual tag requires a reviewer to explicitly assign it to each document. Both types can coexist in the same case.
Can I convert a smart tag to a static tag?
Yes. In Hintyr, you can create a snapshot tag from any smart tag. A snapshot captures the current membership at that moment and does not auto-update, giving you a frozen point-in-time view.
Do smart tags work across custodians?
Yes. Smart tag criteria can span the entire document collection or be scoped to specific custodians. You can also use custodian assignment as one of the criteria for a smart tag.
Are tags the same as folders in Hintyr?
Yes. In Hintyr, tags and folders are interchangeable. Every tag also serves as a folder, so tagging a document is the same as placing it in a folder.

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