FAQs

FAQs



Do you have a mobile app?

a brand new mobile app is currently working through testing and will be available soon


How can I contact support?

Either call us on 0116 272 5015, email lexsupport@opus2.com or submit a ticket via the 'Contact us' widget within your LEX application.


Click here to see more

How can I contact my account manager?

Each LEX client has an assigned account manager, to make contact email LEXAccountsTeam@opus2.com.


Why do some cases appear in different colours on aged debt export?

Red means they have been set as Bad Debt, blue means they have been put on hold, green means it has a case status of Completed and black is just a standard case



What’s the difference between ‘Work Done’, ‘Work Billed’ and ‘Unbilled’?

‘Work Done’ looks at the date of the fee line itself regardless of any potential date billed, ‘Work Billed’ ignores the date of the fee line and looks purely at the date it was billed (which can be confirmed by hovering over the grey printer icon to the right of the fee line) and ‘Unbilled’ means it hasn’t been billed at all therefore has a red printer icon or red flag icon. For example, if a fee line had a fee line date of 30/09/24 but was not billed until 01/10/24 and you were reporting on a date range of 01/09/24-30/09/24 it would appear when using ‘Work Done’ and also ‘Unbilled’ as it is unbilled as at the end date but not ‘Work Billed’ but it would only appear in ‘Work Billed’ if running for 01/10/24-31/10/24



How can I see deleted appointments

Press Ctrl+Alt+D to toggle deleted entries on and off. Deleted appointments appear in a greyed out colour with a dustbin icon to the right hand side of the booking.



Are there any other LEX shortcuts?

Lex has a number of short keys to quickly navigate to a new area:


Click here to see full list


How can I create a new user?

The easiest way is to use our automated request via the 'contact us' widget or customer portal. Fill in the relevant information and we'll set it up for you.


Do you offer bespoke training?

We have a variety of training guides and videos within the Support Centre but if you require further training please email lextraining@opus2.com. Our Training Manager will then be in touch to discuss and schedule.


What third-party applications do you integrate with? 

We integrate with the following:

  • Microsoft Exchange to handle all aspects of emailing and diary synchronisation
  • Xero for chambers and individual barrister accounting - Xero Integration - Barrister
  • Sendgrid for marketing emails
  • Chambers & Partners and Legal 500 legal directories for directory submissions
  • Freshworks (Freshdesk) for support ticketing software
  • Pendo to allow us to deliver in-app user guides and training manuals.


How can I change my LEX password?

Go to your user profile and then select Options > Change Password.


Users logging in via Microsoft 365 will need to change their passwords via the 365 portal and not within LEX


How does monthly billing day work?

If there's a Monthly Billing Day on case workflow, use that day

otherwise if there's a Monthly Billing Day on the company record, use that day

otherwise if there's a Monthly Billing Day in system options, use that day

 

If a day has been set above, pick that day before the Invoice Up To entered [e.g.

     an Invoice Up To of 28/10/2024 and day of 1 means it invoices up to 28/10/2024;

     an Invoice Up To of 28/10/2024 and day of 31 means it invoices up to 30/09/2024 (uses the end of the month as 31/09 doesn't exist)]

otherwise (no day set) it uses the Invoice Up To  entered

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