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
Affiliate
0 category | 1 article
Last updated: 28 Mar 2026

Browse latest articles

  • 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
  • Who Can View My Lead?
    Lead is the starting point of the customer acquisition process for any kind of sales flow. Hence, lead is very valuable. The only person who can v...
    Last updated: 09 Jan 2026
  • How to Generate Matter Statement?
    What is Matter Statement? It is a statement of Trust Request, Invoices and Payment received and disbursed for that particular matter. Follow these...
    Last updated: 09 Jan 2026
  • How to Generate Customer Statement?
    Follow these simple steps; Go to Contact. Select any Contact that you want to generate his Customer Statement. Go to Transaction tab....
    Last updated: 09 Jan 2026