Guardianship Contacts
To ensure the accurate tracking of all parties involved in a Guardianship Matter, LiraDocs allows the addition of multiple parties and their specific roles. You can customize the contacts and assign roles based on the complexity of the guardianship case.
1. Additional Parties Not Listed
If LiraDocs does not automatically include all the parties involved in the guardianship matter, you can manually add them through the Matter Settings:
- Access Matter Settings: Go to the settings menu and select Matter Details.
- Add or Remove Parties: Use the checkboxes to add or remove any additional parties involved in the case, such as:
- Petitioners
- Respondents
- Family members
- Court-appointed professionals (e.g., evaluators)
- Witnesses
- Save Changes: Once done, ensure to save the updated information.
2. Edit Legal Role and Description
To make sure each party’s role in the guardianship case is clear, LiraDocs allows you to:
- Edit Legal Role: Define the legal role each party plays (e.g., Guardian, Ward, Petitioner, Respondent, etc.).
- Provide a Description: Add a brief description of the party’s involvement in the case, such as their relationship to the ward, specific responsibilities, or how they are related to the guardianship proceedings.
This feature allows you to fully customize each party’s information to reflect their legal responsibilities and involvement in the case.
3. Additional Parties and Details
Sometimes, more than one party is involved in the case. For example, if there are multiple petitioners or guardians, LiraDocs lets you add additional parties easily:
- Adding Multiple Petitioners or Respondents: For cases with multiple involved parties, you can right-click on the field (e.g., Petitioner) and select Add [CATEGORY] to add additional petitioners, respondents, or any other relevant party.
- Auto-labeling: The system will auto-label added parties as Petitioner 1, Petitioner 2, and so on, ensuring there is no confusion regarding the identity of each party.
By using these features in LiraDocs, you can ensure that all parties, including any additional ones, are properly tracked and documented in your guardianship cases.