Legal Panel Gateway
LPG Client Matter Management
- Automatic Matter Closure
- Finding active matters ready for closure
- 'View and Pay Approved Invoices' - singular & bulk
- Reopening a Matter / Engagement order
- Process Request for Extension of Time
- Action Manually Escalated Order/Claim/Invoice
LPG Provider Matter Management
- Submit Credit Note
- Recall an Order
- Complete an Order
- Action a Rejected Invoice
- Recall an Invoice not yet approved
- Submit an Invoice
My Work
- Create a My Work view for Stopped Orders
- Customise result table (My Work)
- Export result table (My Work)
- Manage views (My Work)
- My Work- Active Matters report
- Overview and Search (My Work)
Milestones
- Milestone Basics
- Milestones – Add to Order / Matter
- Milestones – Create & Manage Overview
- Milestones – History
- Milestones – Manage Milestones
- Milestones – Milestone Groups (Step 2)
Release notes
- 17 August 2018 'Khepri'
- Update to minimum web browser security requirements
- 13 April 2018 - v 14.2.62
- Using our feedback & issue tracker
- 17 November 2017
- 25 August 2017
Contract Management
- Apply KPI Template to Contract Template
- Approve Key Person for Specified Areas of Law
- Bulk Contract Update
- Change Individual Item Rate & Date
- Create a KPI Template
- Create a Provider Broadcast
Tip Of The Month
- Hot Tips: Area of Law
- Relax, we’ve set it to automate!
- Recalling requests
- Streamline your matter creation
- Expand your saved views
- What's in a request?
LPG Basics & Overview
- Acquire, Action/Release and Takeover buttons
- Before you start using Legal Panel Gateway
- Change My Password
- Forgot My Password
- Glossary terms
- LPG Support Procedure
Document Management
LPG Client Basics
- Find a Matter
- Find Vs Search
- LPG Online Help
- Navigation Overview
- Set Your Personal Messaging Preferences
- View Broadcast Message
LPG for Client Admin
- Add User-Defined Attributes
- Create Work Type Order Template
- Create Workgroup
- Edit User Details
- Edit User-Defined Attributes
- Link User to Hierarchy
LPG Provider Basics
- Find vs Search
- Navigation Overview
- Overview of Users & Roles (Providers)
- Part Payment Claim on an Engagement
- Set Your Personal Messaging Preferences
- View Broadcast Message - Provider
LPG for Provider Admin
- Edit User Details
- List a Provider User's Roles
- View KPI failures
- Upload and Link Compliance Certificates
- Maintain Provider Profile
- Update Company Information
Reporting
- Creating Basic Reports
- Import CSV Format Reports into Microsoft Excel
- R-1-1 Report Portal - Overview and Search Features
- R-1-2 Report Portal - View, Run & Export Reports
- R-1-3 Report Portal - Schedule a Report
- R-1-4 Report Portal - Access Report Output
Announcements
Support Team - Announcements
The ConSol Support Team includes developers, trainers and workflow experts who use ConSol every day.
If you can’t find an answer to your question, you can contact us. We are here to help.