Codebooks

Codebooks

Set up and maintain the shared lists of values Lexra uses across every module.

Note: Set up codebooks at the very beginning, before you start entering cases and other data.

Note: Some codebooks are interdependent. Enter basic codebooks before dependent ones — for example, Case type before Case category.

Note: If you cannot see this option, you may not have the required permissions. Contact your office administrator.

[ Video guide — insert video or link ]

In this article

Available codebooks
Dependent codebooks
Open a codebook
Add a new record
Edit an existing record
Delete a record
Search and sort data
Export data to Excel
Where codebooks are used

Available codebooks

‍

Codebook	Description
Country	Countries for entering addresses and contact details.
City	Cities linked to the Country codebook.
Currency	Currencies for activity prices and invoices.
Other person type	Types of persons added to a case as other persons.
Client position	Party positions in proceedings (e.g. Claimant, Defendant, Applicant).
Case colour	Colours for visually labelling cases.
Case status	Case statuses (e.g. Open, In Progress, Closed).
Case type	Case types (e.g. Civil, Criminal, Employment). Enter before Case category.
Case category	Case categories linked to case types. Requires Case type first.
Task reminder	Reminder types available when creating tasks.
Invoice type	Invoice types in the Invoices module.
Fee type	Fee types for cost calculations.
Job title	Job titles of users in the office.
Payment method	Payment methods used in activities and invoices.
Priority	Task priorities (e.g. Low, Medium, High).
Task type	Task types (e.g. Administrative, Court, Legal, Research).
Activity type	Activity types recorded in the system.
Task status	Task statuses used in Tasks and the Kanban board.
Custom fields	User-defined fields that can be added to cases.

‍

Dependent codebooks

‍

Codebook	Depends on
City	Country
Case category	Case type

‍

Open a codebook

In the main menu, click Codebooks.
Click the codebook you want to work with.

[ Screenshot — Codebook list ]

Add a new record

Click Add (+).
Complete the required fields.
Click Save.

The new record appears in the codebook and becomes available across the system.

[ Screenshot — Add record form ]

Edit an existing record

Find the record you want to edit.
Click Edit (pencil icon).
Modify the details.
Click Save.

Changes apply automatically everywhere the record is used.

[ Screenshot — Edit record ]

Delete a record

Find the record you want to delete.
Click Delete.
Confirm the deletion.

Note: Before deleting, check whether the record is used in cases, tasks, activities, or invoices.

[ Screenshot — Delete record ]

Search and sort data

Use the search field to find a specific record.
Click a column heading to sort the data.

[ Screenshot — Search and sort ]

Export data to Excel

Click Export to Excel.

Lexra generates an Excel document with the currently displayed data from the selected codebook.

[ Screenshot — Export to Excel ]

Where codebooks are used

‍

Feature	Codebooks
Cases	Case type, Case category, Case status, Case colour.
Tasks	Task type, Task status, Priority, Task reminder.
Activities	Activity type, Currency, Payment method.
Invoices	Invoice type, Fee type, Currency, Payment method.
People	Client position, Other person type.
Users	Job title.

Table of Contents

Help

Cases

Create a New Case

Tasks & Planning

Tasks

Time & Activities

Activities

Invoicing & Finance

Invoices

Administration & Settings

Office Settings

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