Client & Matter Management
Clients are the reason to be in the business. You should know them very well.

Client Management

Clients are the fundamental and most important aspect of any business. Maintaining the client information nicely helps in achieving lifetime relationships.

LegalXGen enables to capture the client or prospect information in detailed manner.

  • Multiple Addresses for Any Client/ Prospect
  • Multiple Contact Persons & their business as well as personal credentials
  • Tax & Registration Information

Matter Management

Matter is the core and the primary touch point between the Lawyer and client. Having the Matter information captured in detailed manner is important from both the execution as well as business transactional perspective.

  • Customizable Matter Code
  • Different Client & Invoicee
  • Multiple Billing Types (Fixed Fee, Person Hourly, Consolidated, Retainer, Milestone Based, Mixed Fee and Many More)
  • Support to Various Currencies
  • Different templates for different practice areas.