Matters

Understanding Matters in Liradocs

In Liradocs, a Matter represents a case, project, or legal work that your firm is handling for a client. It acts as the central place where all information related to that specific work is organized and managed.

Instead of storing information across multiple locations, Liradocs allows you to keep everything related to a case within a single matter. This helps teams stay organized, collaborate efficiently, and quickly access important details whenever needed.

What Can Be Managed Inside a Matter?

Each matter acts as a workspace where you can manage and track different activities related to a client or case. Within a matter, you can typically organize:

• Contacts associated with the matter

• Tasks and activities

• Calendar events and deadlines

• Phone messages and communications

• Time entries and billing activities

• Documents and file folders

Keeping all of this information in one place makes it easier to monitor progress and maintain clear records for every case.

Why Matters Are Important

Matters help structure your firm’s workflow by separating work into clearly defined cases or projects. This makes it easier to manage multiple clients and ensure that information does not get mixed between different cases.

Using matters in Liradocs helps your team:

• Stay organized across multiple cases

• Track activities and deadlines efficiently

• Manage communication with clients

• Record time and billing information accurately

• Access all related information from a single location.

Learn How to Use Matters

This section of the documentation will guide you through everything you need to know about managing matters in Liradocs.

In the guides below, you will learn how to:

• Create a new matter

• Edit matter details

• Manage matter categories

• Track activities within a matter

• Organize documents and information

Select a guide from the list to learn more about each feature.