How do I view activities for any client or matter (filtering activities)?
- Logon to your LegalXGen account
- Click on the menu option ‘Activities’ on your left.
- You’ll be landed on the page which enables you to see the activities group by matter.
- In order to view the activities for a particular client or matter, choose the relevant filter (Client, Matter or Status)
- Search for the client or matter name.
- You’ll see the matter listed below, click on it, on the right side you’ll see all the activities in it are listed on the right.