Knowledge Base
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Logon to LegalXGen Go to Accounts >> Invoices Select the client-specific invoice Click on the action button and then select “Convert to Matter Specific” When you click on “Convert to Matter Specific” Convert to Matter specific pop will appear, choose the appropriate matter name and click on save. By the . . . Read more
Watch the steps. (1:05 Min) Or, follow the steps below: Logon to LegalXGen You’ll be redirected to reset password view. Enter new password. Use the OTP received on your email Clik on Reset Password button You’ll be redirected back to login page. Login with the your new password.
Watch the steps. (18 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users. Search for the User whose password you wish to edit. Click on username On the top you’ll see ‘Reset Password’ button click on it Enter the Password and Confirm password and hit . . . Read more
Watch the steps. (22 Secs) Or, follow the steps below: Logon to LegalXGen Click on your name on the top right. Now click on My Profile.
Watch the steps. (30 Secs) Or, follow the steps below: Logon to LegalXGen Go to Accounts >> Invoices >> New Invoice. Enter the necessary information. and hit on Save button below.
Watch the steps. (1:26 Min) Or, follow the steps below: Logon to LegalXGen Go to Accounts >> Receipts On the top right you’ll Import Button. Click on it. You’ll see a new window to facilitate the Import. You may download the pre-defined template or simply upload your own excel. Once . . . Read more
Watch the steps. (26 Secs) Or, follow the steps below: Logon to LegalXGen Go to Application Settings.(You’ll see this button when you click on your name on the top right) Click on the Document tab You need to on the switch ‘Create Default Folders When Matter is Created’ present under . . . Read more
Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Go to Application Settings.(You’ll see this button when you click on your name on the top right) Click on the Timesheet tab You’ll se a label Back Date Timesheet Allowed chose the desired option into the adjacent . . . Read more
Though it sounds technical but believe me it’s very easy. It’s a simple to clear the browser cache, just few steps. You should be able to do it your own. Let’s try then…. Microsoft Edge https://clear-my-cache.com/en/windows/microsoft-edge.html MS Internet Explorer https://clear-my-cache.com/en/windows/microsoft-edge.html Google Chrome https://support.google.com/accounts/answer/32050?co=GENIE.Platform%3DDesktop&hl=en Safari https://clear-my-cache.com/en/apple-mac-os/safari.html
Watch the steps. (37 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet.(if you’re not redirected on the timesheet page) On the top right you’ll find an icon for List View, click the same. In the List View, select the time entries you wish to edit. (you . . . Read more