Go to start of metadata
- Created by Ahmed El Atab, last modified on Jan 08, 2022
-
LEXZUR User Guide
-
Getting Started with LEXZUR
-
Core
-
Contacts Module
-
Companies Module
-
How to Manage Companies in Lexzur
-
How to Add a New Company
-
How to Add Company Bank Accounts
-
How to Manage Company Board Members
-
How to Manage Company Assets
-
How to Manage Company Registrations and Licenses Details
-
How to Manage Company Shareholders
-
How to Manage the Folder Structure in Companies
-
How to Link a Person/ Matter/ Contract to a Company
-
How to Manage Company Reminders
-
How to Manage Company Authorized Signatories
-
How to Manage Company Branches
-
How to Customize Company View Page
-
How to Manage Company Groups
-
How to Manage Companies in Lexzur
- Persons Module
-
How to Categorize Contacts, Filter, and Extract Data
-
How to Manage Clients in LEXZUR
-
Companies Module
-
Corporate Matters Module
-
How to Manage Corporate Matters
-
How to Add a New Corporate Matter
-
How to Manage Archived Matters
-
How to Assign Tasks in Corporate Matters
-
How to Capture and Manage Matter Details
-
How to Link Matter/Case/Contract to a Matter
-
How to Log Time on Corporate Matters
-
How to Manage Matter Reminders
-
How to Manage Matter's Rates and Billing Preferences
-
How to Apply Filters on Matters
-
How to set privacy at the level of Matter or Folder
-
How to Record Expenses on Corporate Matters
-
How to Add Partner Shares For Matters
-
How to send Emails from Corporate Matters and Litigation Cases
-
How to Configure Matter SLA
-
How to Manage the Folder Structure In Matters
-
How to Create Matter Folder Templates
-
How to Customize Matter Email Templates
-
How to Customize Matter View Page
-
Matter Assignment Rule
-
How to Manage Capping
-
How to Set Hourly Rates at the Matter and Client Levels
-
How to Manage Matter View/Edit Permissions
-
How to Manage Corporate Matters
-
Litigation Cases Module
-
How to Manage Litigation Cases
-
How to Add a New Litigation Case
-
How to Add New Events
-
How to Add New Hearing
-
How to Add Reminders for Litigation Cases
-
How to Add Task Related to the Litigation Case
-
How to Capture & Manage Litigation Case Details
-
How to Edit Hearings
-
How to Generate Hearing Reports
-
How to log time on Litigation Cases
-
How to Manage Litigation Stages
-
How to Create Hearing Template
-
How to Record Expenses on Litigation Cases
-
How to Manage Hearings
-
How to Customize Litigation Cases Email Templates
-
How to Display Litigation Stages in a Timeline View
-
How to Manage Litigation Cases
-
Billing Module
-
Billing Settings
-
How to Configure the Billing Module
-
How can I add/edit/activate discounts on invoices?
-
How to Add New Expense Category
-
How to Change the Company Logo of the Invoice
-
How to Adjust the Exchange Rates
-
How to Configure Bills Approval Center
-
How to create a Quote in a currency other than the Entity's currency?
-
How to Create Invoice Custom Fields
-
How to Create Multiple Entities
-
How to customize discounts and terms related to Invoices per Client?
-
How to customize invoice template?
-
How to Customize ZATCA Template
-
How to Set Invoice Number Prefix
-
How to Add Multiple Currencies
-
How to Predefine Services Items on Invoices?
-
How to Setup Taxes on Invoices?
-
How to Specify the User Rate per Hour
-
How to Set Credit Note and Debit Note Number Prefix
-
How to Clone Invoice Templates
-
How to Activate Period-end cut-offs
-
How to Import Journals
-
How to Configure the Billing Module
- How to Generate Billing Reports
-
How to E-invoice your clients
-
How to Print a Voucher for Payment on an Invoice?
-
How to Create Client Accounts in Different Currencies?
-
How to Create Petty Cash Accounts for the Team Members?
-
How to Define the User's Label to be Used in Invoicing Time Entries?
-
How to Invoice Your Clients
-
How to log an Expense from my Petty Cash?
-
How to Manage Your Accounts
-
How to Manage Expenses
-
How to Add a New Bill
-
How to Manage Partners Accounts
-
How to Manage Suppliers Accounts
-
How to Settle Payments on Invoices
-
How to Track and Manage Supplier Bills Details
-
How to transfer money from an account to other?
-
How to Track a Trust Fund?
-
How to Send Invoices by Email from LEXZUR
-
How to set the opening balance of the client account?
-
Create Credit Notes
-
Create Debit Notes
-
How to Add a Journal
-
How to Settle Payments on Bills
-
How to Add Adjustments on Invoices
-
Lump Sum Feature
-
Billing Dashboards
-
LEDES Billing
-
How to Customize Invoice Email Template
-
How to Duplicate Billing Transactions
-
How to Manage Journals
-
How to Enable Analytic Accounts
-
How to Use Analytic Accounting in Lexzur
-
How to Delete Expenses
-
How to Revert Time logs and Expenses
-
How to Apply Partner Commissions on Invoices
-
How to Activate E-invoicing
-
Multilevel Chart of Accounts
-
Billing Settings
- iDocs Module
- Intellectual Property Module
- Matter Containers Module
-
Reports, Boards & Dashboards
-
How to Manage Dashboards
-
How to Build Customized Reports
-
How to Generate Reports
-
How to Manage the Matter Board
-
How to Manage the Task Board
-
How to Generate Companies Reports
-
How to Generate Hearings Reports
-
How to Generate Matters Reports
-
How to Generate Persons Reports
-
How to Generate Tasks Reports
-
How to Generate Time Entries Reports
-
How to Manage the Documents Dashboard
-
How to Manage the Contract Board
-
How to Generate Conflict Check Report
-
How to Manage Dashboards
-
Settings
-
How to Add External Links
-
How to Add a New User
-
How to Create Custom Fields
-
How to Manage Matter Workflows
-
How to Configure Kanban Boards
-
How to Configure the Assigned Team
-
How to Configure the SMTP server for out-going emails?
-
How to Customize the Client Portal
-
How to Customize Workflows
-
How to Enable the Hijri Calendar
-
How to Enforce a Password Change for the User Upon Login.
-
How to Import Data to the System
-
How to Integrate Dropbox
-
How to Manage Users and Licenses
-
How to Replace User by Another
-
How to Set the User Group Permissions
-
How to Automate Tasks and Reminders
-
How to Delegate Your Work to Other Team Member
-
How to Change the Look & Feel of the System
-
How to Set Default Matter Client
-
How to Lock Time Entries Based on Workflow Status
-
How to Customize Email Notifications Templates
-
How to Update License Files
-
How to Create Cascading Custom Fields
-
Managing System Notifications
-
How to Enable Email Listener Feature
-
How to Configure Reminder Settings
-
How to Add External Links
- Tasks Module
- Time Entries
-
Contacts Module
-
Contra
-
How to Manage Contracts in Lexzur
-
How to Generate a Contract/Document
-
How to Manage Contract Details
-
How to Review & Approve a Contract
-
How to Sign Contracts
-
How to Manage Contract Reminders
-
How to Track Contra Milestones
-
How to Send Emails From Contracts
-
How to Log Time and Add Expenses to Contracts
-
How to Manage the Folder Structure Related to a Contract
-
How to link a task/matter/contract to a contract?
-
How to Create Contra Predefined Templates
-
How to Renew a Contract
-
Contracts & Documents SLA management
-
How to Create Contra Template using the Word Add-on
-
How to Configure Approval Centers
-
How to Configure Signature Centers
-
How to Create Contra Predefined Forms
-
How to Configure Contract IDs
-
How to Manage Contracts Workflows
-
How to Customize Contracts Workflows
-
How to Track Contra Dashboard
-
How to Share Contracts & Collaborate with External Parties
-
How to Manage Archived Documents
-
How to Sign Contracts in Lexzur via Docusign
-
How to Sign Using Adobe in Lexzur
-
How to Configure Approval or Signature Centers Based on Roles
-
How to Use Lexzur Sign Pro
-
How to Link Workflows to Approval and Signature Center Statuses
-
How to Automate Tasks and Reminders When Creating Contracts
-
How to use AI in Lexzur
-
How to Create Contra Folder Template
-
How to Setup and Configure Contra Settings
-
How to Customize Contra Email Template
-
How to Create Contra Amendment
-
How to Create Contra Addendum
-
How to Define Duration Unit For Contracts
-
How to Get Contract Histories
-
How to Manage Contract Templates
-
How to Draft and Collaborate on documents and contracts?
-
How to Amend a Contract
-
How to Hide Contract Pages
-
How to Hide Empty Contract Fields
-
How to Reset Contract IDs
-
How to Set Default Contract Name
-
How to use Lexzur Internal Signature
-
How to Specify Contracts First Party
-
How to Manage Contra Types
-
How to Hide Approval and Rejection Date
-
How to Customize Contra Notification Email
-
How to manage Contra Privacy
-
How to Manage Contract Assignment
-
How to Use the Advanced Link Workflow Status in Contra
-
How to Use the Document Generator in Contra
-
How to Archive Contracts
-
How to Manage Contract Clauses
-
How to Manage Contracts in Lexzur
-
Add-ons & Integrations
- Lexzur Connect for Google Workspace™
- Outlook Connect
- Teams Connect
- Zoom Connect
-
LEXZUR for Word
-
Adobe Sign Integration
-
DocuSign Integration
-
Sayen Integration
-
Zapier Integration
-
Emdha Integration
-
How to Integrate LEXZUR with Cloud Document Management Solutions
-
How to Sync LEXZUR Calendar with Google Calendar™
-
How to sync LEXZUR Calendar with Office 365 Calendar
-
Self-hosted configuration - Sync Email Engine with Gmail™
-
Self-hosted configuration - Sync Email Engine with Microsoft Office 365
-
Manage Apps in LEXZUR Marketplace
-
LEXZUR Word Add-on in Microsoft Word Editor
-
SSO Integration with MS Active Directory on IIS
-
SSO Integration with Azure Active Directory
-
OneLogin SSO Integration
-
Azure Active Directory SSO Integration
-
Self-hosted configuration - Sync Microsoft Office 365 Calendar with App4Legal Calendar
-
How to Install Lexzur for Word Addon
-
Lexzur Messenger
-
LEXZUR Client Portal
-
How to Access the Client Portal
-
How to Configure Roles
-
How to Configure the Client Portal?
-
How to Create Matter/Cases Client Portal Requests
-
How to Customize Client Portal Look & Feel
-
How to Delegate Contracts to Alternative Collaborators
-
How to Grant Client Portal User Permissions for Core and Contra
-
How to Import Client Portal Users From Active Directory
-
How to Manage Client Portal Users
-
How to Manage Hearing Visibility From the Client Portal
-
How to Manage Requests Received From the Client Portal
-
How to Manage Your Client Portal Account
-
How to Set Up the Client Portal Defaults
-
How to Share Client Portal Requests with Watchers
-
How to Share Contracts/Documents with the Client Portal
-
How to Share Matters with the Client Portal
-
How to Share SLAs with the Client Portal
-
How to Use Client Portal Sign Up Feature
-
How to use the Client Portal as Client
-
How to Use the Client portal as Collaborator
-
How to Access the Client Portal
-
LEXZUR Advisor Portal
-
How to Control Advisor Portal Field Permission
-
How to Customize Advisor Portal Look and Feel
-
How to Manage Email Notifications for Advisors
-
How to Manage Matter/Cases Edit from the Advisor Portal
-
How to Manage the Advisor Portal
-
How to Outsource Matters/Cases to External Advisor
-
How to use the Advisor Portal from Advisor Perspective
-
How to Control Advisor Portal Field Permission
-
LEXZUR Mobile App
-
How to Get Started with Mobile App
-
How to Manage Persons in Mobile App
-
How to Manage Companies in Mobile App
-
How to Manage Corporate Matters in Mobile App
-
How to Manage Litigation Cases in Mobile App
-
How to Manage Hearings in Mobile App
-
How to Manage Intellectual Properties in Mobile App
-
How to Manage your Time in Mobile App
-
How to Manage Expenses in Mobile App
-
How to Manage Reminders in Mobile App
-
How to Manage Tasks in Mobile App
-
How to Configure Mobile App Settings
-
How to Manage Contracts in Mobile App
-
Lexzur Privacy Policy
-
How to Manage Meetings in Mobile App
-
How to Get Started with Mobile App
-
FAQ
-
How to Access the Support Portal
-
How to add my own Signature
-
How to assign multiple cases/matters to different teams?
-
How to change the search criteria in a grid and export results?
-
How to Create Your LEXZUR Account
-
How to Define the Tax Number
-
How to enable LEXZUR Mobile app?
-
How to Enable Out of Office Feature
-
How to invoice time logs/entries?
-
How to Manage Reminders
-
How to Manage your Profile
-
How to Reset or Change your Password
- Delete Cache and Temporary Files from Internet Browser
- How to Update Subscription Via E-payment
-
How to Avoid Multiple Accounts Issues in Lexzur Connect for Google Workspace™
-
How to Manage User Licenses for Employee Transitions
-
How to Personalize Email Sigantures
-
User Rate Types
-
How to Differentiate Clients and Collaborators
-
Lexzur Access Levels: Users, Clients, and Collaborators
-
Lexzur New Menu
-
How to Access the Support Portal
-
Release Notes Core and Contra
-
App4Legal.v2.0 Release Notes
-
App4Legal.v2.1 Release Notes
-
App4Legal.v2.2 Release Notes
-
App4Legal.v2.3 Release Notes
-
App4Legal.v2.4 Release Notes
-
App4Legal.v2.5 Release Notes
-
App4Legal.v3.0 Release Notes
-
App4Legal.v3.1.1 Release Notes
-
App4Legal.v3.1.2 Release Notes
-
App4Legal.v3.1.3 Release Notes
-
App4Legal.v3.1 Release Notes
-
App4Legal.v3.2.1 Release Notes
-
App4Legal.v3.2.2 Release Notes
-
App4Legal.v3.2 Release Notes
-
App4Legal.v4.0 Release Notes
-
App4Legal.v4.1 Release Notes
-
App4Legal.v4.1.1 Release Notes
-
App4Legal.v4.2 Release Notes
-
App4Legal.v4.2.1 Release Notes
-
App4Legal.v4.2.2 Release Notes
-
App4Legal.v4.2.3 Release Notes
-
App4Legal.v4.2.4 Release Notes
-
App4Legal.v4.2.5 Release Notes
-
App4Legal.v4.3 Release Notes
-
App4Legal.v5 Release Notes
-
App4Legal.v5.0.1 Release Notes
-
App4Legal.v5.1 Release Notes
-
App4Legal.v5.1.1 Release Notes
-
App4Legal.v5.2 Release Notes
-
App4Legal.v5.3 Release Notes
-
App4Legal.v5.3.1 Release Notes
-
App4Legal.v5.4 Release Notes
-
App4Legal.v5.4.1 Release Notes
-
App4Legal.v5.4.2 Release Notes
-
App4Legal.v6.3 Release Notes
-
App4Legal.v6.4 Release Notes
-
App4Legal.v6.5 Release Notes
-
App4Legal.v6.6 Release Notes
-
App4Legal.v6.7 Release Notes
-
App4Legal.v6.8 Release Notes
-
App4Legal.v6.9 Release Notes
-
App4Legal.v7.0 Release Notes
-
App4Legal.v7.1 Release Notes
-
App4Legal.v7.2 Release Notes
-
App4Legal.v7.3 Release Notes
-
App4Legal.v7.4 Release Notes
-
App4Legal.v7.5 Release Notes
-
App4Legal.v7.6 Release Notes
-
App4Legal.v7.7 Release Notes
-
App4Legal.v7.9 Release Notes
-
App4Legal.v7.9.1 Release Notes
-
App4Legal.v7.10 Release Notes
-
App4Legal.v7.11 Release Notes
-
App4Legal.v7.12 Release Notes
-
App4Legal.v7.14 Release Notes
-
App4Legal.v7.15 Release Notes
-
App4Legal.v7.16 Release Notes
-
App4Legal.v7.17 Release Notes
-
App4Legal.v7.18 Release Notes
-
App4Legal.v7.19 Release Notes
-
App4Legal.v7.20 Release Notes
-
App4Legal.v8.0 Release Notes
-
App4Legal.v8.2 Release Notes
-
App4Legal.v8.1 Release Notes
-
App4Legal.v8.3 Release Notes
-
App4Legal.v8.4 Release Notes
-
App4Legal.v8.5 Release Notes
-
App4Legal.v8.6 Release Notes
-
App4Legal.v8.6.1 Release Notes
-
App4Legal.v8.7 Release Notes
-
App4Legal.v8.8 Release Notes
-
App4Legal.v8.9 Release Notes
-
App4Legal.v8.10 Release Notes
-
App4Legal.v8.14 Release Notes
-
App4Legal.v8.15 Release Notes
-
App4Legal.v8.16 Release Notes
-
App4Legal v9.1.0.0 Release Notes
-
App4Legal v9.2.0.0 Release Notes
-
App4Legal v9.3.0.0 Release Notes
-
App4Legal v9.4.0.0 Release Notes
-
App4Legal v9.5.0.0 Release Notes
-
App4Legal v9.6.0.0 Release Notes
-
App4Legal v9.7.0.0 Release Notes
-
App4Legal v9.8.0.0 Release Notes
-
LEXZUR v9.9.0.0 Release Notes
-
LEXZUR v9.10.0.0 Release Notes
-
LEXZUR v9.11.0.0 Release Notes
-
LEXZUR v9.12.0.0 Release Notes
-
App4Legal.v2.0 Release Notes
- Release Notes: ADD
- Supported Platforms
-
Getting Started with LEXZUR
