Set up Guardianship Matter Tags

Here are some tags you might want to use in Guardianship Matters to better organize and track cases:

1. Guardian of the Person
2. Guardian of the Estate
3. Disabled
4. Mental
5. Physical
6. Developmental
7. Limited
8. Temporary
9. Contested
10. Uncontested
11. Minor
12. Standby
13. Short Term

These tags will help categorize and quickly identify the status or type of guardianship case, making it easier to search and filter through them.

How to Assign and Edit Matter Tags

1. Open the Matter: Navigate to the relevant Guardianship Matter in LiraDocs.
2. Add or Edit Tags:
   • In your open matter, click on the + icon at the top right of the screen.
   • You will have the option to add:
     • Staff Tags: These can be used to categorize matters for internal purposes or team assignments.
     • Custom Tags: Use this for custom tags such as those listed above (e.g., “Guardian of the Person,” “Contested,” “Temporary”).
3. Edit Tags:
   • After adding a tag, click outside the tag box to close it.
   • To add additional tags, simply go back into the Edit Tags section and add more default or custom tags.
4. Save Changes: After tagging, save the changes, and the tags will appear at the top of the matter for easy identification.

Organizing Matters Using Tags

Once tags are assigned, you can organize your matters on the home screen by filtering them based on specific tags. This allows for efficient management and quick access to specific categories, such as contested or uncontested matters, or cases involving minors or temporary guardianships.

Tip for Effective Use of Tags

• Use a mix of default and custom tags to create a tailored tagging system for your firm’s needs.
• Regularly review your tags to ensure they are aligned with your practice’s workflow and client needs.