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