Knowledge Base
If you have any question you can ask below or enter what you are looking for!
Two kind of Documents could be saved into LegalXGen. Matter Related Document Or, Firm’s internal knowledgebase i.e. Non Client/ Matter Document. Follow the steps below to Save or Upload a new document. Logon to LegalXGen Go to ‘…Docs‘ menu option on your left. Usually it’s your ‘<Firm Name> Docs’. e.g. . . . Read more
Logon to LegalXGen Go to Application Settings. Click here to see how to view Application Settings (Opens in New Window) In the Application Settings View click on the tab ‘Firm‘ and Scroll Down you’ll see ‘Sectors & Industries‘ You’ll see options to Add, Edit and Delete the Sectors.
Logon to LegalXGen Click on your Profile Name on the Top Right Click on ‘Application Settings‘ button Click on ‘Document‘ tab You’ll see various Document Attributes listed here. Each attribute is shown into separate panel with ‘Add New’ button to create a new Attribute. Also, Edit and Delete option is . . . Read more
Logon to LegalXGen Click on your profile name on the Top Right. In the Profile Window you’ll see ‘Application Settings’ button, click on it. The view which appears will enable you to view or modify the ‘Application Settings’
Open the Office Application (Word/ Excel or PPT) from which you wish to disable Legalxgen Add-In Go to File >> Options (On the Top Left) Click on the Options button present in the bottom In the Window Opened, select ‘COM Add-Ins‘ under the Manage and click on ‘GO‘ You’ll see . . . Read more
Open the Office Application (Word/ Excel or PPT) from which you wish to disable Legalxgen Add-In Go to File Menu (On the Top Left) Click on the Options button present in the bottom In the Window Opened, select ‘COM Add-Ins‘ under the Manage and click on ‘GO‘ You’ll see a . . . Read more
Logon to Legalxgen Go to Accounts -> Invoices Select the Invoices you wish to update, tick the check-boxes in the very first column. On the top click on the ‘Bulk Update‘ button In the Bulk Update Window, select the field (Status/ Initiated By) you wish to update for the selected invoices. . . . 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
Logon to Legalxgen Go to Accounts -> Invoices Identify the invoice, you want to cancel and create a new invoice against it. You may use necessary filters to get your relevant record. Go to Action Column (present in the last) for the particular invoice. You’ll see an option ‘Cancel & Revise‘ . . . Read more
Watch the steps. (25 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage -> Users In the User List, identify the user whom you wish to Relieve. (You may apply necessary filters) Go the last column (Action), click on it to see the various options. You’ll see . . . Read more