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How to enter the holiday list for my law firm?

Logon to your LegalXGen account Go to Settings –> Leave Click on the tab ‘Leave’ present at the top You’ll see a panel Holidays. Here you should be able to see the list of holiday’s location wise. In order to enter new Holiday, click on ‘New Holiday’ button present on the . . . Read more

How to create a new Proceeding?

Login to your Legalxgen account Go to Manage à Proceedings You’ll be redirected to Proceedings view. In case you don’t see the ‘Proceedings ‘ link, please contact your admin to grant the access In order to enter new proceeding details, please click on the ‘New Proceeding’ button on the top . . . Read more

How to search documents by matter name?

Logon to your LegalXGen Account Click on ‘Documents’ tab on the left On documents view, you’ll see filters to search document by Client Name, Matter or Document name Enter the name of the matter, you wish to see the documents You’ll see the matter listed below. You may click on . . . Read more

How to upload any document?

Login to your LegalXGen Account Click on the tab ‘Documents’ on your left. Search for the matter to which you wish to upload the the document. You’ll see an option ‘Upload Document’ within the selected matter. Browse/Select the File you wish to upload and CLick on ‘Upload’ Once done with . . . Read more

How to search documents by client name?

Logon to your LegalXGen Account Click on ‘Documents’ tab on the left On documents view, you’ll see filters to search document by Client Name, Matter or Document name Enter the name of the client, you wish to see the documents You’ll see all the matters for that client are listed . . . Read more

How do I find any document?

1.       Once you’re logged in to your LegalXGen Account, you’ll see ‘Documents’ tab on the left side menu. Click on it you’ll be redirected to Documents view. Note: If you don’t see the documents view contact the admin to grant access to documents view. 2.       You’ll be redirected to Documents . . . Read more

How to assign an resource(s) on any matter ?

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

Where Do I See my All/ Earlier Reimbursement Requests?

Login to your LegalXGen Account Go to Accounts >> Expenses. Click on ‘Expenses.’ In the Expenses popup, under the ‘My Expenses‘ tab, you’ll be able to view all your previously submitted expenses and reimbursement details.                                . . . Read more