Knowledge Base
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Logon to Legalxgen Go to Manage -> Users Identify the user whose clone you wish to make. (Any existing Associate or Partner, similar to whom you wish to create a new user) Go to the Action Column (Last Column). You’ll see an option ‘Clone this User‘ This action’ll bring-up a . . . Read more
Logon to Legalxgen Go to Timesheet Click on ‘View Timesheet‘ (In case you don’t see this button, ask your admin to grant sufficient privileges) Click on ‘View Timesheet‘ (In case you don’t see this button, ask your admin to grant sufficient privileges) Click on ‘More Filters‘, in the second row . . . Read more
Logon to your Legalxgen Account Go to Reports Locate the panel ‘Invoices & Receipts‘ Go to Report # 7 ‘Matter Wise Invoices & Receipts‘ Choose appropriate filters from your left (e.g. Business Unit, Period etc.) Apply the filter Sort by Total column, scroll the result, you’ll see all the matters . . . Read more
Logon to your Legalxgen Account Go to Accounts Invoices Click on More Filters You’ll see a drop down list (2nd last) for filtering the invoices by their age. Select desired aging option. You’ll see the filtered invoices as per the criteria selected. To export click on Excel Icon present on . . . Read more
LogOn to your LegalXGen Account Click on the link “Prospects” on your left. You’ll be redirected to the prospect listing page. Click on New Lead button on the top right You’ll be redirected to the data entry page for the new prospect. Enter highlighted fields. Click on Save button to . . . Read more
Click on LxSync.exe on your desktop Log in with your user credentials Search matter documents already synced with your computer Select the particular matter which you want unmount from your computer and click on Un-mount button Now you are able to unmount the matter documents from your system LxDrive folder . . . Read more
Go to the location where you’d extracted setup files (say D:\LxSync) and click on the Legalxgen.Sync.exe You’ll be presented LegalXGen LxSync Logon screen. Enter your Username and Password to Login. You’ll see a window to enter your drive location. This is the path in your computer which’ll automatically synced to . . . Read more
Download LxSync Setup. You’ll see LxSync.zip file at your download location Copy it (LxSync.zip file) to the Location where you wish to place it. C, D, E etc Unzip this LxSync.zip file to extract the content. You may right click on the LxSync.zip, you’ll see an option to unzip it. . . . Read more
Click on the LxSync shortcut on your desktop to launch the application. You’ll be presented the LxSync home page. Click on the button “Download Doc(s)” on the top You’ll be presented a window to search the matter. Search for your desired matter. You’ll see the list of matters matching the . . . Read more
Logon to Legalxgen Go to Accounts >> Invoices You’ll see the list of invoices Select the invoices you wish to download together. On the top right you’ll see an option to download invoices together. Click on ‘Download Invoice(s)‘ You’ll see the invoices zipped and downloaded.