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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

  • Client and matter status
  • Billing groups
  • Adding a new contact
  • Editing a contact
  • Contact search
  • Adding a new client
See all 26 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)
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