Set Up Business Matter Tags in LiraDocs

Why Use Matter Tags?

In LiraDocs, Matter Tags help organize and classify business matters beyond the default matter types. They allow firms to:

• Add additional details to matters for clarity.
• Filter and report on matters efficiently.
• Improve workflow management by categorizing cases.

Examples of Business Matter Tags

1. Entity Formation Matters
   • Tag Example: Month of Formation (e.g., “March Formation”)
   • Use Case: Helps track renewal dates for businesses based on formation month.
2. Securities Law Matters
   • Tag Example: Type of Securities (e.g., “Bonds,” “Derivatives,” “Debt Securities”)
   • Use Case: Quickly identify matters based on the type of securities involved.
3. Corporate Transactions
   • Tag Example: Deal Status (e.g., “Pending Review,” “Finalized,” “Regulatory Approval Needed”)
   • Use Case: Organizes transactions by their current phase.

How to Assign or Edit Matter Tags in LiraDocs

1. Open a Matter in LiraDocs.
2. Click “+” at the top left of the screen.
3. Add either:
   • Staff Tags (to assign a matter to specific team members).
   • Custom Tags (to categorize the matter with unique identifiers).
4. Click outside the tag box to save.
5. To edit existing tags, select the “Edit Tags” link and update default options in the Matter Configuration pop-up.

Did You Know?

You can filter your Matter List on the home screen using Matter Tags for easy sorting and organization.