Knowledge Base
If you have any question you can ask below or enter what you are looking for!
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your Legalxgen Account Click on the ‘Activities’ menu option on your left. Once you’re on activities page, search for the matter to which your desired activity belongs to. You may search using the filters given (Client/ Matter/ Status). Click on the matter to which your activity belongs to. . . . Read more
Logon to your LegalXGen account Click on the menu option ‘Activities’ on your left. You’ll be landed on the page which enables you to see the activities group by matter. In order to view the activities for a particular client or matter, choose the relevant filter (Client, Matter or Status) . . . Read more
Logon to your Legalxgen Account. Click on the menu option ‘Activities’ on your left. (in case you don’t see it please contact administrator for granting access) Click on ‘New Activity‘ button (a big red color button) on the top. You’ll see a new window appearing which allows you to enter . . . Read more
Logon to your LegalXGen Account Go to Accounts Invoices Identify the invoice which you need to send via email (either to client or internally for review). Go to the last column (Actions), you’ll see an option ‘Email Invoice‘, click on it. You’ll see a window which enables you to . . . Read more
Why it’s needed? Sometimes we need the emails from Legalxgen to be triggered from our official ids not from update@legalxgen.com or etc. In order to achieve the same we need to update our official email credentials to LegalXGen, so that LegalXGen can use it for sending emails in my name . . . Read more
Watch the steps. (40 Secs) Or, follow the steps below: Open your MS Office Program (Word/ Excel/ Outlook) You may click on ‘Ctrl + N‘ to open a new document. To save the document either hit ‘Ctrl + S‘ or File >> Save You’ll see LxDocs Save dialog to save . . . Read more
Download the desired plugin (MS Word/ Outlook) from the following url. Outlook Click to download MS Word Click to download Once you unzip the downloaded file (.rar or .zip file). You’ll see following files in it. In order to install the plugin following steps needs to be completed Step-1 (Certificate . . . Read more
Logon to your Legalxgen Account. Go to Docs menu on your left (usually it starts with your firm name like ‘Legalxgen Docs‘) Identify the document you wish to print. Click on the document name to preview. You’ll see a ‘Pop out‘ button on your right, click on it. In the new window you’ll . . . Read more
Logon to your LegalXGen Account. Go Docs menu on your left (usually it starts with your firm name like ‘Legalxgen Docs‘) Or Identify the document you wish to share with any team member. You’ll see an option ‘Share Document‘ click on it. A window will appear which enables you to . . . Read more