Knowledge Base
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LogOn to your LegalXGen Account Go to Manage Leaves You’ll be redirected to “Leave Management” screen where you’ll see everyone’s leave transaction. Click on ‘Allocate Leave‘ button on the top right. You’ll be presented a :Leave Allocation Window Allocate Leave: Select ‘To Everyone’ if you wish to allocate the leave . . . Read more
Logon to your LegalXGen Account Go to Settings You’ll be redirected on Settings view. Click on the tab ‘Leave‘ present at top Locate the panel ‘Leave Types‘ Click on the button ‘New Leave Type‘ present on the top right. You’ll be presented a new window to create a new Leave . . . Read more
Logon to your LegalXGen Account Go to Settings You’ll be redirected on Settings view. Click on the tab ‘Leave‘ present at top Locate the panel ‘Leave Settings‘ Select applicable ‘Leave Cycle‘ and ‘Week Off‘
Follow the steps below to leverage the Leave Management Module of LegalXGen Create/Define ‘Leave Type(s)’ applicable to the firm (view ) Type of Leave No. Of Leave (per cal year) Personal Leave 23 Sick Leave 5 Maternity Leave 90 … … Name and numbers can be defined as per firm’s . . . Read more
Logon to your LegalXGen Account Go to Accounts Invoices You’ll be redirected to a view where may see all your earlier created invoices. (By default last two month’s invoices are fetched/ shown) You may see some standard filters on the top. Apply the necessary filter, i.e. Filter By Client, Matter, . . . Read more
Logon to your LegalXGen Account Go to Accounts Invoices You’ll see all your earlier created invoice listed over here. Identify the invoice for which you wish to upload the offline invoice. You may choose the relevant filter. Go to the extreme right column ‘Action‘ of the desired invoice (for which . . . Read more
Log on to your LegalXGen Account. Go to Matters Identify/ Locate the matter for which you want to edit the rates. You may use the relevant filters to search for the desired matter. (If the matter’s billing type is ‘Person Hourly Rate‘ then only the individual’s hourly rate is applicable) . . . Read more
Download LxSync setup from the following url. Downlad Setup From the download location locate the file ‘setup.exe‘ right click on it, click on the option ‘Install‘ to begin the installation.
Logon to your LegalXGen Account On the top right, click on the ‘Down Arrow Icon‘ present next to your profile name. You’ll see an option ‘Profile‘ click on it. On your profile page scroll down to the panel ‘Reportees‘, you’ll see the list of people reporting to you.