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How to assign an resource(s) on any matter ?

Watch the steps. (17 Secs)

Or, follow the steps below:

  1. Logon to LegalXGen
  2. Go to Matters.
  3. Search for the desired matter.
  4. Go to the Action Column (Extreme Right) of the matter identified and click on it. You’ll see an option Resources.
  5. In the Resources Window select the Resource you wish to assign on the matter.
  6. This resource will get assigned & list in resource panel now.
  7. That’s it your done