Welcome to Ligalis Knowledge Base

System
5 categories | 16 articles
Last updated: 08 Mar 2026
Matter
5 categories | 13 articles
Last updated: 09 Jan 2026
Billing
1 category | 3 articles
Last updated: 18 Feb 2026
Activities
2 categories | 6 articles
Last updated: 26 Aug 2025
Calendar
3 categories | 7 articles
Last updated: 26 Aug 2025
SimpleCRM
2 categories | 10 articles
Last updated: 09 Jan 2026
Contact
1 category | 3 articles
Last updated: 09 Jan 2026
Accounting
0 category | 3 articles
Last updated: 10 Jul 2026
Affiliate
0 category | 1 article
Last updated: 28 Mar 2026

Browse latest articles

  • How to Process Payment Voucher?
    Pre-requisite: Only user with the 'Account' role have access to this feature. Follow these simple steps; Click on any unpaid Payment Voucher....
    Last updated: 10 Jul 2026
  • How to Create Vendor's Bill?
    Overview Pre-requisite: Only user with 'Account' role can have access to this feature. Vendor's Bill or Supplier Invoice is a document given to...
    Last updated: 10 Jul 2026
  • How to Create Payment Voucher?
    Overview Prerequisite : users with roles & permission 'Account'. Payment voucher is not an accounting transaction. It is more like governanc...
    Last updated: 10 Jul 2026
  • How to Become Ligalis Affiliate?
    Anyone who has created user account with Ligalis can become our Affiliate. Follow this simple steps Go to top right corner of the page, clic...
    Last updated: 28 Mar 2026
  • Setup the Practice Account Info
    Account Info This is the place where you need to supply all relevant information about your law firm. Law Firm Name...
    Last updated: 08 Mar 2026
  • How to Create Workgroup?
    Overview Workgroup is available in Growth and Big Firm plan. Workgroup is the highest level of permission. Unlike group, Workgroup has its own dashboa...
    Last updated: 08 Mar 2026
  • How to Create a Role?
    Follow these simple steps; Go to Settings > Systems > Group, Roles and Permission Go to Role tab....
    Last updated: 08 Mar 2026
  • How to Create a Group?
    Overview You can create a group and add relevant users into the group. By doing that, it adopts the permission level granted to this group....
    Last updated: 08 Mar 2026
  • How to Create Bill for Client?
    Follow these simple steps; Go to Unbilled Activity tab in the Matter. Select the activity which you want to include in the Bill. Specificall...
    Last updated: 18 Feb 2026