Knowledge Base
If you have any question you can ask below or enter what you are looking for!
You can follow the below screenshot by using the steps- 1.logon Legalxgen account 2. Click on Matter module Here you’ll see various filters to search the matters on various parameters, such as Date Range, Client Name, Matter Code or Title, Practice Area and Status. Use the appropriate filters you’ll see . . . Read more
Logon to your LegalXGen Account. Click on Matter Module Search for the matter you wish to edit. You can use filter for searching Matter either by Date Range, Client Name, Matter Code/ Matter Title or by Practice Area etc. Once you’ve identified/ located the matter you wish to edit, click . . . Read more
Watch the steps. (25 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users Search for the user whom you want to give access rights Click on the Username In the view opened click on the tab Access Rights You’ll see various modules listed with checkboxes . . . Read more
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
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
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
Login to LegalXGen Click on the tab ‘KM Store’ on the navigation bar present on your left side Once you click on ‘KM Store’ you’ll see the KM Store Explorer, where you’ll see documents and folders. Preview Document Click on the document name to preview the document. Request Access to . . . Read more
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.
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
Login to LegalXGen go to Application settings Select the desired values for, no of working days/week and Working hours/ week and click on ‘Save Settings’