Knowledge Base
If you have any question you can ask below or enter what you are looking for!
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
Watch the steps. (00:25 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Identify the matter for which you wish to correct the timesheet value. Go to the Bulk Action Column (Extreme Right Column) You’ll see an option for Repair Timesheet Click on it window will be displayed . . . Read more
Login to LegalXGen. Go to Matters Identify and select the matter(s) on which you want to assign the resource(s). You may use relevant filters to search the desired records. On the top right you’ll find an action button with the tooltip ‘Bulk Assignment‘, click on it. A Bulk Assignment window . . . 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
Login to LegalXgen Go to Manage >> Users Search for the name of the associate, to whom you wish to assign the earlier matters. Go to the last column ‘Action‘, and you’ll see ‘Matter Assignment‘. You’ll be presented a new window where you need to choose the appropriate option for . . . Read more
Why merging matter is required? If the same matter is created multiple times by mistake or due to any other reasons, it can be easily merged. Merge action will merge all the information related to the multiple matters to a single matter, you’ve selected as final. You may follow the instructions below . . . Read more