Knowledge Base
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Watch the steps. (1:30 Secs) Or, follow the steps below: Logon to Legalxgen Go to Timesheet (if you’re not redirected to timesheet by default.) You’ll see a calendar representation of your week. Click on the ‘New Time Entry’ button. Click on it. You’ll see Timesheet Window Select your Matter, Date, . . . Read more
Watch the steps. (0:49 Secs) Or, follow the steps below: Logon to Legalxgen Go to Timesheet Go to the timesheet that you wish to edit Go to extreme right column (Action Column) You’ll see ‘Edit’ Click on it That’s it! You may do the changes that you wish to do . . . Read more
1. Rocket Salesman! Can Sell Sand in the Desert! Beginning of the Problems at Law Firms! Episode – 1 2. The Broken Family! Side Effects of Poor Processes & Technology! Episode – 2 3. The Key People! Come, Let’s Get to Know the Characters in our Show. Episode – 3 . . . Read more
Watch the steps. (00:51 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Contacts Search for any Contact on which you wish to post Notes/ Comments. Click on the Contact Name to View the details. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it. . . . Read more
Watch the steps. (00:44 Secs) Also, You can follow the below screenshot by using the steps- Login to Legalxgen Click on Matter Click on the Bulk Action Click on the Resources Resource window will be displayed. Select Assign By Team + Practice Area. Click on +Assign Button. This will list . . . Read more
Watch the steps. (00:50 Secs)Watch the steps. (00:50 Secs) Or, follow the steps 1.logon to Legalxgen.com 2.click on Timesheet>>view timesheet 3.Select timesheets that you want move from one matter to another 4.click on Bluck Edit 5.click on change field 6.Select matter to move timesheet 7.click on save,You are done . . . . Read more
Login to Legalxgen Go to Application Settings (Click on your profile name on the top right) Click on the tab ‘Timesheet‘ In the ‘Timesheet Settings‘ panel locate the switch ‘Timesheet Completion Reminder‘. That’s it!! You may Turn it On/ Off.
Login to Legalxgen Go to Timesheet >> View Timesheet Enter the Invoice No, which you want to verify if the time entries are tagged or not. You may change the period to ‘Any Period‘ All the invoices tagged in particular should be listed below.
Watch the steps. (0:42 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage >> Users Search/ identify the users whose access rights you wish to update. Select the users by ticking the checkboxes. On the top right you’ll see ‘Bulk Update’ button. Click on it. In the . . . Read more
Watch the steps. (0:45 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Select the list of matters on which you wish to apply rates from the Pricing Group. Click on the ‘Assign Rate’ icon on the top. A window will appear. Select the pricing group you wish . . . Read more