Part Two: Migrate Additional Contact Details into LiraDocs

LiraDocs has migrated your basic contact information, but there may be additional details you’d like to include.

Notes: If there are any notes you want to keep track of across matters, use the contact card’s Notes section. For example, if a contact prefers to be contacted by email, you can note this here.
Preferred Name: If your client is James but prefers to be called Jim, or Margaret who goes by Marge, you can input this information to add a personal touch to your correspondence.
Death Date: If your contact is deceased, you can mark this on the contact card to identify these parties across matters. Fill out this field in the Additional Details tab of the contact card.
Social Security Number: This information can also be added in the Additional Details tab of the contact card.
Birth Date: The Birth Date field is available in the Additional Details section of the contact card.

Registered Agent Details: If the corporation has a registered agent, you can add their contact details here.
The Director and Staff Roles: For organizations such as law firms, you can assign roles like attorneys, paralegals, or any relevant staff members. Similarly, for hospitals or insurance companies, you can add roles for doctors, admins, or adjusters.
Notes: If there are specific details about your organization that need to be tracked across matters, use this section to include important facts, such as a preference for email communication.