Contacts

Understanding Contacts in Liradocs

In Liradocs, Contacts represent the people or organizations that your firm interacts with while managing matters. Contacts help you store and organize important details such as names, phone numbers, email addresses, and other relevant information.

By keeping contact information organized within the system, Liradocs makes it easier to quickly find and communicate with clients, colleagues, and other associated parties.

Types of Contacts

Liradocs allows you to create and manage two main types of contacts:

Individual Contacts
These represent a single person, such as a client, witness, consultant, or staff member.

Organizational Contacts
These represent companies, firms, or institutions that your firm may interact with during a matter.

Both types of contacts allow you to store detailed information so your team always has access to accurate contact records.

Why Contacts Are Important

Managing contacts within Liradocs helps keep your firm’s communication and client information organized. Instead of searching through emails or external records, all contact details are stored in one centralized location.

Using contacts in Liradocs helps your team:

• Maintain a structured client database

• Quickly search and access contact details

• Link contacts to specific matters

• Track communication with clients and organizations

• Keep contact records organized and up to date

Learn How to Manage Contacts

In the guides within this section, you will learn how to fully manage contacts in Liradocs, including:

• Creating new contacts

• Editing existing contact details

• Deleting contacts when necessary

• Using filters and search to find contacts quickly

Select a guide below to learn more about each feature.