Help center

Browse help topics

Getting started

Set up Lexchange and record your first time entry.

For:: All users
Updated:: Aug 26, 2026

Your first session

Create an account or accept the workspace invitation sent by your firm.
Verify your email, then sign in. Enter the one-time code if Lexchange asks for it.
Open the account menu and confirm that the correct workspace is selected.
Open Time & Billables. Select a client, matter, description code, and description.
Start the timer or enter the duration manually, then log the time.

Main navigation

Control	What it does	Availability
Dashboard	Shows firm activity, billing, and collection metrics.	Premium; Admin or Billing Staff
Time & Billables	Records time and expenses and lists recent entries.	All signed-in users
Docket	Shows the shared matter docket and case schedule, with personal appointments and time entries when Calendar sync is enabled.	Premium Electronic docket
Calendar	Shows appointments and time entries for accounts without Electronic docket access.	Premium Calendar sync
Clients	Manages clients, matters, work, rates, and balances.	Users with client-management access
Invoices	Builds invoices from recorded work and expenses.	Users with invoice-management access
Admin	Opens restricted platform operations.	Authorized platform admins only

If a page is missing from your navigation, your role or premium access does not include it.

Header controls

Control	What it does	Availability
Question mark	Opens this Help center.	All signed-in users
Moon or sun	Changes the dashboard theme.	All signed-in users
Bell	Opens recent notifications.	All signed-in users
Account menu	Switches workspaces and opens profile, settings, feedback, or sign out.	All signed-in users; some options require Admin