Knowledge Base
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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. (if you’re not redirected on the timesheet page) Select the time entries you wish to edit. Click on the ‘Bulk Update‘ button present into button bar on the top. You should be able to . . . Read more
Watch the steps. (45 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet Click on ‘New Expense’ button on the top right. In the Expense Window enter the highlighted fields and hit on save button.
Watch the steps. (1:20 Mins) Or, follow the steps below: Logon to LegalXGen Go to Matters Module click on +New matter module 4.click on Create matter button to save Matter
follow the steps below: Logon to LegalXGen Go to Matter module click on Matter code ,that you want assigne In the new Window ,click on Assigne by user field. search by user name ,click on that user name the matter will going assigne
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. You’ll see an Excel downloaded. While opening the Excel you might see Yes/ No dialog, . . . Read more
Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Go to Matters. Search for desired matter You’ll see a column having header ‘Status’ Next to status label (text), you’ll see a pencil icon, click on it In the window choose appropriate status and click on the . . . Read more
In order to create new users follow the steps below, Logon to your LegalXGen account In the menu on your left, go to Manage à Associates You’ll be redirected to a new view ‘Manage Associate’. On the top right you’ll see a button ‘New Associate’, click on it. You’ll see . . . Read more