How to update the Practice & Sub Practice Area of multiple matters in one go?

Watch the steps. (00:41 Secs)

Or, follow the steps below:

1. Login to LegalXGen
2. Go to Matters
3. Select the matters for which you want to change the Practice Areas
4. Click on the Bulk Update button on the right top.
5. Bulk Update window will be displayed.
6. In this, you’ll see a drop-down list for selecting the field you wish to update.
7. Select the Field with The Practice Area.
8. Next, select the desired Practice Area Name.
9. After PA (Practice Area) selection, you have to select the Sub Practice Area.
10. Click on the Save Button.
11. To crosscheck updated practice & sub-practice area – Click on Matter and then edit button.
12. you will see the updated practice area & sub practice area field.
13. That’s it! You’re done.