LiraDocs Configuration and Settings

Customizing LiraDocs for Your Firm

As part of our onboarding service, we will help you tailor LiraDocs to your firm’s specific needs during the configuration call. Our team will guide you step-by-step through LiraDocs settings to ensure a smooth setup.

1. Set Up Your Firm & Users

Configure your Firm Details
Add or edit staff and user accounts
Enable two-factor authentication for added security
Discuss billing settings, including fixed fees and automated time tracking

Note: Additional billing settings will be covered in your dedicated Billing training session.

2. Set Up Your Matters

Customize document subject lines (Re:) for different matter types
Create default folders, matter notes, and time & fee tracking for better organization
Set up headers and footers for firm-wide document consistency
Configure public links to share files securely
Introduce matter stages to structure case progress
Discuss firm workflows and how to apply them to matter types

3. Set Up Billing Preferences

Activate and configure LiraDocs Billing
Set billing increments (e.g., per-minute tracking)
Define hourly rates on a per-matter basis
Add and manage activity codes

4. Set Up Document Automation & Templates

Subscribe to form suites relevant to your practice areas
Navigate the Forms and Templates Library
Configure document automation settings

5. Configure Email & Notifications

Set up your daily activity digest (emails, events, phone messages, and tasks)
View and sync your calendar within LiraDocs
Learn how to send bulk email communications

6. Apply Integrations & Connect with Other Tools

Set up email marketing campaigns
Connect with third-party services for enhanced functionality (e.g., InfoTrack, RingCentral, Zoom)