Knowledge Base
If you have any question you can ask below or enter what you are looking for!
Login to your LegalXGen Account. Go to Dashboard On your Dashboard, you’ll see ‘Leave Approvals’ on your bottom right. To ‘Approve’ any leave. Select the leave (check, the checkbox) available before leave application and click on ‘Approve’ button. To ‘Reject’ any leave. Select the leave (check, the checkbox) available before . . . Read more
Watch the steps. (00:26 Secs) Or, follow the steps below: Logon to LegalXGen You’ll see Apply Leave in the Footer. Click on it. You’ll be presented a new window for Leave Application. Select the type of Leave, From Date, To Date and Desc Click on ‘Save’ button. That’s it! You’re . . . Read more
Logon to your LegalXGen Account. Go to Accounts Invoices Click on the ‘New Invoice‘ button on the top right. You’ll see the invoice data entry view. Mandatory fields are highlighted. Type: Select the option Matter Specific Matter: Choose the name of the matter you wish to invoice. (typing few characters . . . Read more
Watch the steps. (20 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet. click on list view icon. You should be able to edit the Date or the Matter for the multiple time entries you’ve selected. Select the option (which field you wish to edit) and enter . . . Read more
Logon to LegalXGen Go to Accounts>>Expense. . . . Read more
Watch the steps. (1:20 Mins) Or, follow the steps below: Logon to LegalXGen Go to Matters Module click on New Matter Button 4.click on Create matter by filling mandatory details & save Matter. 5.Matter is created successfully .
follow the steps below: Logon to LegalXGen. Go to Matter module. click on Matter code ,that you want assign. In the new Window ,click on Assign by user field. search by user name ,click on that user name the matter will be assigned.
Watch simple video to understand time entry process (2:06 minutes). Or, follow the instructions below: Logon to your LegalXGen Account Click on the menu option ‘Timesheet‘ on your left. (most of the users are by default redirected to Timesheet view only) Once you’re redirected to ‘Timesheet’ you’ll see a calendar . . . Read more
Watch the steps. (00:50 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet Apply necessary filters (Client, Matter, User etc.) Hit on the Export button on the top right. While opening the Excel you might see Yes/ No dialog, click on ‘Yes’. That’s it!! . . . Read more
Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Click on Matters. Search for desired matter You’ll see a column having header ‘Status’. Beside status , you’ll see a edit icon, click on it. In the window, choose appropriate status dropdown and click on the Save . . . Read more