Knowledge Base
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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
Whenever any new expense is entered by your team member (for the matter’s where you’re assigned as the partner), you’ll receive an email notification to approve/ reject the expense submitted by your team member. To Approve/Reject any expense, follow the steps below, 1.Login to your LegalXGen account. 2.Go to Accounts . . . Read more
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
Login to your LegalXGen Account. Go to ‘Dashboard‘. On your Dashboard, you’ll see ‘Leave Approvals’ on your bottom right. Find the leave you wanted to Approve or reject and click on ‘View‘. Give the comment, Click on Approve or Reject button based on the condition. Note: An email is triggered . . . Read more
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, Approver and Desc Click on ‘Apply Leave’ button. That’s it! You’re done.
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.