Have a Question?

If you have any question you can ask below or enter what you are looking for!

How to upload any document?

Login to your LegalXGen Account Click on the tab ‘Documents’ on your left. Search for the matter to which you wish to upload the the document. You’ll see an option ‘Upload Document’ within the selected matter. Browse/Select the File you wish to upload and CLick on ‘Upload’ Once done with . . . Read more

How to search documents by client 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 client, you wish to see the documents You’ll see all the matters for that client are listed . . . Read more

How do I find any document?

1.       Once you’re logged in to your LegalXGen Account, you’ll see ‘Documents’ tab on the left side menu. Click on it you’ll be redirected to Documents view. Note: If you don’t see the documents view contact the admin to grant access to documents view. 2.       You’ll be redirected to Documents . . . Read more

How to assign an resource(s) on any matter ?

Watch the steps. (17 Secs) Or, follow the steps below: Logon to LegalXGen Go to Matters. Search for the desired matter. Go to the Action Column (Extreme Right) of the matter identified and click on it. You’ll see an option Resources. In the Resources Window select the Resource you wish . . . Read more

Where Do I See my All/ Earlier Reimbursement Requests?

Login to your LegalXGen Account Go to Accounts >> Expenses. Click on ‘Expenses.’ In the Expenses popup, under the ‘My Expenses‘ tab, you’ll be able to view all your previously submitted expenses and reimbursement details.                                . . . Read more

How to Download the Payment Voucher?

For any payment done, you may download and preserve the Payment Vouchers which can be used for Audit/ Records purposes. To download the payment voucher follow the steps below, Logon to your LegalXGen account. Go to Accounts >> Expenses from the menu (navigation options) on your left.        . . . Read more

How do I see my leave transactions?

In order to apply for a leave follow the steps below Login to your LegalXGen Account. Go to Dashboard On your Dashboard, you’ll see ‘My Leaves’ on your bottom right. To see the transaction of your leaves, click on ‘Leave Transactions’ button which appears on clicking the down arrow icon . . . Read more