Staying on top of your matters
Make use of LiraDocs’ productivity features to organize and manage your matters efficiently. From matter stages to automated workflows, LiraDocs provides numerous ways to stay on top of your work and manage matter information effectively.
Matter Organization in LiraDocs
- Use Matter Tags – Categorize your matters easily for quick filtering and identification.
- Set Up Matter Stages – Organize your matters into defined stages to monitor progress and deadlines.
- Create Matter Templates – Standardize your matter setup with templates for efficiency.
- Set Up Matter Type Favourites – Pin your most frequently used matter types for quick access.
Tasks Management in LiraDocs
- Create & View Tasks – Assign tasks to team members and track their progress.
- Set Up the Next Step – Define and track the next steps for each matter to stay on schedule.
- Customize Your Dashboard – Display important tasks directly on your home screen for easy access.
- Manage Tasks on the LiraDocs Mobile App – Stay connected and manage tasks from anywhere.
Automating Workflows in LiraDocs
- Set Up Workflows – Create and automate sequences of tasks to streamline your matter management.
- Export & Import Workflows – Easily share and reuse workflows across your team for consistency.