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How do I view activities for any client or matter (filtering activities)?

  1. Logon to your LegalXGen account
  2. Click on the menu option ‘Activities’ on your left.
  3. You’ll be landed on the page which enables you to see the activities group by matter.
  4. In order to view the activities for a particular client or matter, choose the relevant filter (Client, Matter or Status)
  5. Search for the client or matter name.
  6. 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.