All posts in Matters

Login to Legalxgen Account Click on Timesheet Module  Click on Search Icon given beside the New Time Entry Button Self Assignment window appears Enter Matter Code you wanted to get assign Click on Assign Button

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. (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

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

Watch the steps. (00:40 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Select the matters for which you wish to change the priority. Click on the Bulk Update button on the top. A bulk update window will be displayed. In the Bulk Update window, you’ll see . . . Read more

Watch the steps. (00:24 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Locate the column ‘Priority’. (In case you don’t see this column, you may add it from the Grid Customization settings) You’ll see a pencil icon, next to priority. Click the same to edit. In . . . Read more

Log on to your LegalXGen Account. Go to Matters Identify/ Locate the matter for which you want to edit the rates. You may use the relevant filters to search for the desired matter. (If the matter’s billing type is ‘Person Hourly Rate‘ then only the individual’s hourly rate is applicable) . . . Read more