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How to delete any Folder?

Logon to your LegalXGen Account Click on menu option ‘….. Docs‘ on your left. Usually it’s your firm name e.g. ‘LegalXGen Docs‘ Select appropriate matter and locate the document folder you wish to delete. Click on the Down Arrow icon (Action Column) present in the last. You’ll see an option . . . Read more

How to delete any document?

Logon to your LegalXGen Account Click on menu option ‘….. Docs‘ on your left. Usually it’s your firm name e.g. ‘LegalXGen Docs‘ Select appropriate matter and locate the document you wish to delete. Click on the Down Arrow icon (Action Column) present in the last. You’ll see an option ‘Delete‘, . . . Read more

How to delete Multiple Matters?

Logon to your LegalXGen Account Click on the tab ‘Matters‘ on your left. Select the matter(s) you wish to delete. (Need to select/check-box which’s present in the first column). Click on the ‘DELETE‘ icon present on the right side of the window 4.Clicking ‘Delete‘ will ask for a confirmation. Type ‘Yes’ . . . Read more

How to add a new Case Type?

1.login to Legalxgen 2.click on profile 3.click on Application settings             4.click on Matter tab 5.here you can see New case type button .click on this button 6.Enter matter type and description 7.click on Save button           8.that’s it your done.

How to enter the holiday list for my law firm?

Logon to your LegalXGen account Go to Settings –> Leave Click on the tab ‘Leave’ present at the top You’ll see a panel Holidays. Here you should be able to see the list of holiday’s location wise. In order to enter new Holiday, click on ‘New Holiday’ button present on the . . . Read more

How to create a new Proceeding?

Login to your Legalxgen account Go to Manage à Proceedings You’ll be redirected to Proceedings view. In case you don’t see the ‘Proceedings ‘ link, please contact your admin to grant the access In order to enter new proceeding details, please click on the ‘New Proceeding’ button on the top . . . Read more

How to search documents by matter name?

Logon to your LegalXGen Account Click on ‘Documents’ tab on the left On documents view, you’ll see filters to search document by Client Name, Matter or Document name Enter the name of the matter, you wish to see the documents You’ll see the matter listed below. You may click on . . . Read more