Knowledge Base
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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
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
Logon to your LegalXGen Account. Click on the ‘…….Documents’ tab on your left.
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
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
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
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
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
To view the payment details of any expense/ reimbursement, follow the steps below, Logon to your LegalXGen account e.g. http://app.legalxgen.com Go to Accounts ==> Expenses from the menu (navigation options) on your left Note: In case you don’t see Accounts ==> Expenses, please contact your admin, access needs to be granted . . . Read more
Any expense is paid by accounts team can be updated to LegalXGen along with the necessary information like, Mode of Payment (Cash/ Check/ Bank Transfer etc.). Also, Vouchers can be generated and kept for the accounting and audit purposes. To enter the payment details of any expense, follow the steps . . . Read more