Barrister LEX Guidance (new starter pack)

Welcome to LEX!

These interactive manuals are crafted to enable you to progress through the instructions at your preferred pace; to advance to the subsequent step on each page, you are required to interact with and select the designated area as you would within LEX, thereby facilitating an understanding of the navigational framework prior to engaging with LEX.

For any LEX related queries or issues, click to see how to Contact LEX Support. Alternatively please contact 0116 2725015.

Contact your chambers administrator or IT support for device, email or Microsoft 365 queries / issues.

Certain features illustrated below may be inaccessible due to the specifications of your user security profile. It is advisable to engage with chambers administration to discuss modifications to the security access.

First Login password creation / forgotten password reset

Learn how to create your own password as a new user to LEX or reset a forgotten password.

Users logging in via Microsoft 365 need to reset passwords via Microsoft 365 login.

Basic Diary Navigation

Here you can review the configurable options for your diary view, learn how to print / email your diary, Understand the layout of the diary bookings and how to join remote meetings

Adding / Amending Appointment

Provided your security profile allows appointment entry, learn how here. 

N.B. Only non case related appointments can be entered by barristers. Clerks can convert barrister appointments in to case bookings if required.

Delete Appointment

Barristers can delete ONLY appointments created by themselves. See how below:

Using the Case Search

Learn how to access a list of all of your cases within LEX, how to filter and locate specific cases

Basic Case Navigation

Walk through the case record and see where key information is stored and accessed. See your case documents, outstanding fees and general case setup.

Time Recording Overview / Intro

Before you begin to log your times within LEX, get a feel for the layout of the time recording functions, understand what each icon represents and what options are available to view.

Add Manual Time Recording Entry

Manually add a time entry completed at an earlier time. This option allows logging of multiple activities over a number of cases if the user preference isn't to use a live timer but to instead log manually

Using the Timer

Use the live timer built in to LEX to record your times. Pause and restart as needed and edit before submitting to the clerks for billing.

Managing Dashboard Widgets

The dashboard gives users an overview of the finances without running multiple reports. See      recent payments, year on year work done and payment overviews along with billed fees and outstanding debt.

Generating and Reviewing Reports

The example below gives an overview of generating an Aged Debt report in LEX. The same process applies to all other reports so after this walkthrough, you should be able to generate any report within LEX.

* The Taxation report will not have an on screen preview, due to the amount of data within the report, this exports directly to Excel. 

Tasks

Create Tasks from various screens within LEX. Manage your task list and paperwork deadlines in one place with a multi functional tasks dashboard.

Xero Integration Overview

For Xero users, the integration between LEX and Xero can significantly reduce the administrative burden associated with managing payment data across multiple applications.

Benefits of Integration

• Automatic and secure syncing of payments entered into LEX with your Xero account.

• Eliminates the need for manual export and import of payment data between Lex and Xero.

How It Works

1. Enable the integration between Lex and Xero.

2. Sync your Barrister record in LEX with your Xero account.

3. Process payments in LEX as usual.

4. Payments will automatically sync to Xero without additional actions required from Clerks.

Xero Configuration Guidance 

Walk through the steps to configure your LEX account to your Xero account

Two-Way Diary Sync

• Enables users to add basic appointments into their Microsoft Exchange Calendars (via Microsoft Outlook), and have those appointments appear automatically in their LEX diary. 
• Create basic appointments in LEX, which unlike standard one-way-sync (LEXeX) appointments, will allow users to edit/delete them from within Microsoft Outlook. 
• Allows users to edit/delete those appointments, from within either Microsoft Outlook or LEX; and have the changes appear automatically in both applications
• To enable this function, please contact your chambers administrator who will liaise with Opus 2 LEX support to arrange and support the configuration.

Coming soon.....Brand new LEX Mobile App (launch date TBC)

Manage your diary

Create and manage Paperwork Tasks

Record your time using manual entry or a live timer, all from your handheld device.