Knowledge Base
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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
You can follow the below screenshot by using the steps- 1.logon Legalxgen account 2. Click on Matter module Here you’ll see various filters to search the matters on various parameters, such as Date Range, Client Name, Matter Code or Title, Practice Area and Status. Use the appropriate filters you’ll see . . . Read more
Logon to your LegalXGen Account. Click on Matter Module Search for the matter you wish to edit. You can use filter for searching Matter either by Date Range, Client Name, Matter Code/ Matter Title or by Practice Area etc. Once you’ve identified/ located the matter you wish to edit, click . . . Read more
Logon to your LegalXGen Account Click on the tab ‘Matters‘ on your left. Select the matter(s) you wish to delete. (Need to select/check-box which’s present in the first column). Click on the ‘DELETE‘ icon present on the right side of the window 4.Clicking ‘Delete‘ will ask for a confirmation. Type ‘Yes’ . . . Read more
1.login to Legalxgen 2.click on profile 3.click on Application settings 4.click on Matter tab 5.here you can see New case type button .click on this button 6.Enter matter type and description 7.click on Save button 8.that’s it your done.
Watch the steps. (17 Secs) Or, follow the steps below: Logon to LegalXGen Go to Matters. Search for the desired matter. Go to the Action Column (Extreme Right) of the matter identified and click on it. You’ll see an option Resources. In the Resources Window select the Resource you wish . . . Read more
Watch the steps. (1:20 Mins) Or, follow the steps below: Logon to LegalXGen Go to Matters Module click on New Matter Button 4.click on Create matter by filling mandatory details & save Matter. 5.Matter is created successfully .
follow the steps below: Logon to LegalXGen. Go to Matter module. click on Matter code ,that you want assign. In the new Window ,click on Assign by user field. search by user name ,click on that user name the matter will be assigned.
Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Click on Matters. Search for desired matter You’ll see a column having header ‘Status’. Beside status , you’ll see a edit icon, click on it. In the window, choose appropriate status dropdown and click on the Save . . . Read more