Set up Probate & Estate Administration Matter Tags
In LiraDocs, you can set up and manage Matter Tags for Probate & Estate Administration matters to help organize and track various case details. Tags can be particularly useful for highlighting key attributes or distinguishing between different types of cases. Below are the steps for setting up Matter Tags and examples you might use for Probate & Estate Administration:
Probate & Estate Administration Matter Tag Examples:
- Assets over 100K
- Assets under 800K
- Intestate (for cases involving an estate with no will)
- Personal Injury Claim (if the estate involves a personal injury settlement)
- Unknown Heirs
- Worker’s Compensation Claim (if the estate involves claims related to workers’ compensation)
How to Assign and Edit Matter Tags in LiraDocs:
- Open the Matter:
- Navigate to the matter in question.
- Add Tags:
- Click on the + button at the top left of the matter screen.
- You will see options to add:
- Staff Tags: Tags assigned to staff members involved in the matter.
- Custom Tags: Tags specific to the matter, such as “Assets over 100K” or “Intestate.”
- Edit Tags:
- After adding a tag, click outside the tag box to close it.
- To add more tags or edit the existing ones, click Edit Tags and add more default options as necessary.
- Preview Assigned Tags:
- You can quickly preview the tags assigned to a matter by hovering over the Tags column on the home screen. This gives a quick overview of what is tagged to each matter.
- Link Related Matters:
- If necessary, you can link two related matters together. This can help in managing cases where multiple probate matters are connected (e.g., joint estates or cases with multiple claims).
By setting up tags for your Probate & Estate Administration matters in LiraDocs, you’ll be able to easily identify, organize, and filter matters based on the key attributes and details that are important for your firm.