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How to search documents by client name?

  1. Logon to your LegalXGen Account
  2. Click on ‘Documents’ tab on the left
  3. On documents view, you’ll see filters to search document by Client Name, Matter or Document name
  4. Enter the name of the client, you wish to see the documents
  5. You’ll see all the matters for that client are listed below. You may click on the appropriate matter to see documents in it.