Knowledge Base
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Watch the steps. (01:35 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet Click on Up Arrow button to launch Import Window. You may download the template and arrange your data accrodingly. Once prepared with your data import the same. You should receive an . . . Read more
Watch the steps. (01:27 Secs) Or, follow the steps below: Logon to LegalXGen Go to My Profile >> Application Settings Click on the Accounts tab Scroll to the Expense Category panel and Click on the New Expense Category button Enter the Expense category Name Enter the description (it’s optional) Click on Save
Watch the steps. (00:24 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users Identify the user to whom you wish to resend the welcome email. Go to the Action Column (Last Column) for that record You’ll see an option ‘Resend Welcome Email’ Select checkbox Resend . . . Read more
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