Criminal Contacts

Managing Additional Parties

LiraDocs provides a variety of fields to manage Criminal Law matters.

• If a required party is not listed, click the ⚙️ gear icon in Matter Settings.
• Add or remove relevant parties as needed for accurate case management.

Handling Potential Clients

• Open a matter and mark it as “Pending” or use a Pending Matter Template.
• Even if you do not take the case, storing details and correspondence can be valuable for future reference.
• Once the client signs a contingency/fee agreement, change the matter status to “Open”.
• Run reports on pending clients to track potential business opportunities.

Tracking Additional Parties Not Available in LiraDocs

If a specific role is missing, use the Authorized Contact field.

💡 Example: If your client is incarcerated and correspondence with a spouse or family member is permissible, log them as an Authorized Contact.

Managing Experts & Witnesses

• Add experts or witnesses similarly to authorized contacts.
• To edit their role, right-click the contact and select “Edit Role and Legal Description.”
• Use Contact Tags to categorize experts (e.g., Forensic Analyst, Criminal Psychologist, Ballistics Expert).

Conflict Checks

LiraDocs helps avoid conflicts of interest by automatically checking if a contact appears in other matters.

💡 Example: If a defendant or witness has been involved in a prior case, LiraDocs will flag the name for review.