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Lexchange Help
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Find setup steps and explanations for the features available in Lexchange. Features that depend on a role or premium access are marked in their guide.
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Start
Create an account, sign in, and enter a workspace.
Track work
Record time, expenses, and description codes.
- Time & BillablesChoose the work context, record time, and review recent entries.
- Timer controls and manual timeUse the standard timer, edit a duration, and log the entry.
- Multi-timerRun up to three matter timers independently, including timers resumed from past entries.
- Recent billablesReview, edit, delete, and open source links on saved time entries.
- ExpensesRecord and maintain matter expenses.
- Description codesSelect, add, and remove time or expense codes without leaving the work page.
Manage the firm
Work with clients, matters, rates, reports, and the calendar.
- Clients and mattersCreate clients and matters, then review their work and billing records.
- Electronic matter docketOrganize a matter’s document links, related timed sessions, and case history in dated entries.
- Billing rates and performanceSet rate priority and review professional-fee performance.
- CalendarReview time entries and manage calendar events in one view.
- DashboardRead firm time, work-value, invoicing, and collection signals.
Billing
Prepare invoices and set workspace billing rules.
Account and team
Manage your profile, members, notifications, and access.
- Members and invitationsInvite workspace members and maintain their role and billing acronym.
- Profile, email, and passwordUpdate your identity, email addresses, OTP destination, and password.
- NotificationsReview updates and follow them to the related Lexchange page.
- Productivity reportsSchedule weekly PDF summaries for yourself or the workspace team.
- Reminders and AdviserReview personal time reminders and billing alerts, and choose an optional daily email.
- Premium feature accessUnderstand the ₱999 monthly account bundle, payments, and preserved access.
Imports and integrations
Use Clockify, Google Calendar, and Quick Capture.
- Import a Clockify reportExport the correct detailed report, preview it, and import it into a firm workspace.
- Quick Capture browser extensionConnect Quick Capture and record billable time from the current browser page.
- Platform Admin accessUnderstand why Admin controls are restricted and where to find approved operations.
Clients and support
Use the client portal and send feedback.