All posts in Matters

 You can follow the below screenshot by using the steps-     1.logon Legalxgen account   2.go to 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 the . . . Read more

Logon to your LegalXGen Account. Click on the menu option ‘Matters‘  present unto the menu on your left. Search for the matter you wish to edit. You may search Matter either by Date Range, Client Name, Matter Code/ Matter Title or by Practice Area etc. Once you’ve identified/ located the . . . 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 ‘Recycle Bin‘ icon present on the right side of the window 4.Clicking ‘Delete‘ (Recycle Bin icon) will ask for a . . . Read more

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 module         4.click on Create matter button to save Matter    

 follow the steps below: Logon to LegalXGen Go to Matter module click on Matter code ,that you want assigne In the new Window ,click on Assigne by user field. search by user name ,click on that user name the matter will going assigne

Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Go to Matters. Search for desired matter You’ll see a column having header ‘Status’ Next to status label (text), you’ll see a pencil icon, click on it In the window choose appropriate status and click on the . . . Read more