Legalsense Knowledge Base

Timesheet

• Time introduction
• Writing and editing Time
• Time search
• Calendar
• Mobile apps
• Hours report

See all 10 articles

Clients, Contacts and Matters

• KYC and Compliance documents
• Client and matter status
• Billing groups
• Adding a new contact
• Editing a contact
• Contact search

See all 27 articles

Disbursements

• How can i search for disbursements?
• Manually add a disbursement
• Charge travel expenses incurred
• Explanation of 'Unprocessed remainder' in the list of disbursements

Invoices

• Reporting on Rates
• Email templates
• Webinar: Billing
• Video: adding multiple debtors to a matter
• Payment providers
• Payment link

See all 28 articles

Reports

• Webinar: Reporting
• Dashboards
• Reports
• Billed revenue not visible in all reports
• Work in progress value is 0 or incorrect
• Work in progress (WIP)

Users

• Configuring Two Factor Authentication (2FA) for end-users
• Video: Adding a user to Legalsense
• User management
• Adding a new user
• Default permission groups in Legalsense

Settings

• Change email provider from Postmark to Flowmailer
• Creating custom fields
• Tags
• eConnect
• Configure Single Sign-on.
• Managing the integration with accounting software

See all 17 articles

Knowledge sources

• Quick Reference Guide

Developers

• Legalsense API (Webservices)