Connect Xakia to the LegalTech Tools Your Team Already Uses
Your team already works in Outlook, SharePoint, iManage and Salesforce. Xakia plugs into them out of the box, and our open API covers the rest, so nobody has to type the same matter details into three different systems.
Stop Retyping the Same Matter in Every System
Matter details live in one system, documents in another, and the email that started it all is buried in someone's inbox. Every handoff means retyping something, and every retype is a chance to get it wrong.
Enter details once. Matter details carry across to iManage or NetDocuments, so nobody types them twice.
File from your inbox. Save emails to the right matter from Outlook or Gmail.
Keep your IT setup. Your DMS and single sign-on stay the way IT already runs them.
Use our open API. Connect the systems we don't cover out of the box.
Xakia allows us to streamline our workflow process, track and manage the variety of requests that our team receives, and seamlessly connect with our integrated document management system to centralize all of our information and tools in one place.
Keep Documents in the DMS You Already Use
When your matter system and your DMS don't talk to each other, documents end up in the wrong place. Someone saves the signed version to a personal folder, and six months later nobody can find it. With Xakia for legal matter management, you can use our built-in DMSor connect SharePoint, iManage or NetDocuments out of the box. For iManage and NetDocuments, Xakia creates or links the workspace when you create a matter and syncs the matter details across.
Spend Data That Matches Your eBilling System
If your invoices run through an e-billing system, spend figures kept in two places rarely match.
Xakia's legal spend management lets you set matter budgets and approve or reject outside counsel invoices. If you use Brightflag, matter details and spend sync out of the box, and our API connects to other systems.
Outlook and Gmail Add-Ins That Keep Matters in Your Inbox
Most legal requests still land in someone's inbox. Copying them into another system takes time, and the ones nobody copies get lost.
Our Outlook and Gmail add-ins let you search, create and manage matters from your inbox and file emails to the right matter as they arrive. Most people have them installed in a few minutes.
Legal Updates in Slack, Teams and Salesforce
Legal questions about a deal usually arrive as a Slack message or a quick call, and none of it gets tracked.
Xakia sends alerts about new matters and intake requests to Microsoft Teams, and to Slack on the Enterprise plan, with links straight back into Xakia. Our Salesforce integration, also on Enterprise, lets Sales raise a legal request from an opportunity so Legal can triage it in Xakia.
Single Sign-On Through Your Existing Identity Provider
Another password is one more thing for your team to forget and for IT to reset. Xakia supports single sign-on through Microsoft Entra, Okta and ADFS. If you use Okta or Microsoft Entra, SCIM can also create and deactivate Xakia users for you.
The old ways of working were just not going to cut it. Web-based was a very important consideration for us. Integration with document management was essential for people.
Some Commonly Asked Questions About Our LegalTech Integrations
Integration is ready out-of-the-box. You can auto-create or link workspaces, sync metadata and permissions, use existing iManage templates, and even work directly from Outlook if preferred.
It works out of the box. You can auto-create or link workspaces, sync metadata and permissions, and use your existing iManage templates.
Outlook and Gmail. Our add-ins let you create matters and file emails to matters straight from your inbox.
It works out of the box. When you create a matter, Xakia can create or link a NetDocuments workspace, sync the matter details and open the workspace in one click.
In-house Teams Love Xakia
Get the matter management your team deserves — without the price shock.
