Knowledge Base
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Watch the steps. (00:50 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet You’ll see a share icon on the top options. Click on it. In the Share Window you’ll see an option to share by Resource or Matter. Select appropriate option Enter relevant . . . Read more
Watch the steps. (00:46 Secs) Or, follow the steps below: Logon to LegalXGen Click on your name on the top right You’ll see a button ‘Sync Your Calendar’ Click on it. Rest it’ll do.
Watch the steps. (01:00 Min)
Watch the steps. (01:00 Min)
Watch the steps. (01:00 Min)
Watch the steps. (00:46 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet In the header you’ll see an Envelope icon to share ‘Unbilled Timesheet’ Click on it In the Window select your desired period. Click on Share. That’s it!! You’re done..
Watch the steps. (02:25 Secs) Or, follow the steps below: Browse the following url to download setuphttp://legalxgen.blob.core.windows.net/lxplugins/Add-Ins.zip Once the Add-In.zip is downloaded, extract it, you’ll see following files Word.zip Excel.zip Outlook.zip One by one unzip the files (Word.zip, Excel.zip..) Suppose you extracted Word.zip, you’ll see setup.exe inside it. Right click . . . Read more
Watch the steps. (00:41 Secs) Or, follow the steps below: Logon to LegalXGen Go to Documents. Your link should read as ‘ Docs’ Select appropraite filters: – Only Documents – Appropriate Date Range (Choose last option, Advance Option to enter from and to date) – Group by Users Once the . . . Read more
Watch the steps. (00:41 Secs) Or, follow the steps below: Logon to LegalXGen Go to Reports Locate the category Invoices & Receipts. Go to report #15, Matter Wise Billing Report Click on it. You may drill down on the Matter Code to see the hours. You should be able to . . . Read more
Watch the steps. (00:41 Secs) Or, follow the steps below: Login to LegalXGen Go to Matters Select the matters for which you want to change the Practice Areas Click on the Bulk Update button on the right top. Bulk Update window will be displayed. In this, you’ll see a drop-down list . . . Read more