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How to edit/ update any time entry?

Watch the steps. (0:49 Secs) Or, follow the steps below: Logon to Legalxgen Go to Timesheet Go to the timesheet that you wish to edit Go to extreme right column (Action Column) You’ll see ‘Edit’ Click on it That’s it! You may do the changes that you wish to do . . . Read more

Season-1: The Making of a Future-Proof Law Firm

1. Rocket Salesman! Can Sell Sand in the Desert! Beginning of the Problems at Law Firms! Episode – 1 2. The Broken Family! Side Effects of Poor Processes & Technology! Episode – 2 3. The Key People! Come, Let’s Get to Know the Characters in our Show. Episode – 3 . . . Read more

How to Post Comment or Record Notes for any Contact?

Watch the steps. (00:51 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Contacts Search for any Contact on which you wish to post Notes/ Comments. Click on the Contact Name to View the details. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it. . . . Read more

How to Assign Resources/ Users by Team?

Watch the steps. (00:44 Secs) Also, You can follow the below screenshot by using the steps- Login to Legalxgen  Click on Matter Click on the Bulk Action Click on the Resources Resource window will be displayed Select Assign By Team + Practice Area Click on +Assign Button This will list . . . Read more

How to move timesheet from one matter to another?

Watch the steps. (00:50 Secs)Watch the steps. (00:50 Secs) Or, follow the steps below:   Logon to LegalXGen   Go to Timesheet >> View Timesheet   Apply necessary filters (Client, Matter, User etc.)   Hit on the Export button on the top right.   You’ll see an ‘Bulk Edit’ button . . . Read more