Messages

Understanding Messages in Liradocs

The Messages feature in Liradocs allows your team to record and manage important internal communications related to matters and contacts. It helps ensure that phone calls, instructions, and important notes are documented and shared with the right team members.

Messages act as a simple way to pass information within the firm, making sure that important updates or requests are not missed.

How Messages Help Your Team

Messages are commonly used to record phone calls, client requests, or internal notes that need attention from another team member. Each message can be assigned to a specific person and linked to a matter or contact for better organization.

Using messages in Liradocs helps your firm:

• Record important phone messages

• Assign messages to specific team members

• Link messages to matters or contacts

• Track urgent communication requests

• Keep internal communication organized

Organized Message Management

All messages in Liradocs are stored within the system, allowing users to easily review active messages, track urgent requests, and manage communication records.

Filters and search options also make it easy to quickly find specific messages when needed.

Learn How to Manage Messages

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

• Creating new messages

• Editing existing messages

• Deleting messages

• Restoring deleted messages

• Using filters to find messages quickly

Select a guide below to learn more about each feature.