Document Management with Xakia: Where your legal files find their happy place
In-house legal teams juggle a constant influx of documents, emails, and data. Xakia’s legal matter management software, not only offers mature, powerful native document management features but also integrates effortlessly with your preferred Document Management System, including SharePoint, iManage or NetDocuments.
Store, sort and preview your documents
A simple folder system helps you organize and visualize your documents in the manner you are most used to, directly within your matter:
Clear, full version control allows you to see instantly the history of a document
Preview documents in screen to instantly know that you are looking at the right thing
Share documents with your business clients with ease
Easily move documents between folders
Confidentiality inherited from matter permissions to assure you that sensitive documents are protected
Powerful search to find what you need instantly
Storing documents is easy. Being able to efficiently search and retrieve documents that you need when you need them, is what really matters.
Xakia's global search capabilities give you simple, powerful and affordable access to your content with:
Powerful filtering narrows the universe of content to search - matters or contracts? Documents or emails?
Use Xakia Smart Search to inspect the content of your documents and emails
See your search broken down into matters, contracts, documents, tasks and more
Save your searches for others on your team to use in the future
Use complex syntax searching if you prefer to drive the ship yourself
Use Xakia's AI powered search for interactive, natural language search
Work directly from Outlook or Gmail
Turn emails (and their attachments) into matters and tasks with just a few clicks.
Xakia’s email integrations let you file emails and documents automatically into the right matter, with automated thread filing.
Search for and attach documents to your emails, without leaving your inbox.
Send and file emails in one motion - no need to navigate to your 'sent' items and add another filing step.
All without leaving your inbox. Because your day doesn’t need more tabs.
Work directly from Word
Open documents from your matter directly into Microsoft Word for editing
Save new documents directly to your matter or as a new version of the same document
Tap directly into Xakia AI capabilities for review and redlining of your document
Matter management integrated with SharePoint
Need to keep your documents in SharePoint? We know this is a requirement for many Legal Departments, and we offer you the perfect way to combine Xakia's matter management capabilities with your organization's document needs:
Automate document workspace creation to match your legal matter in Xakia
Apply folder templates to match your rule sets
File documents and emails (including thread filing) directly from Outlook to your SharePoint
Capture metadata for improved document organization
Updated matter information flows directly to your SharePoint metadata
Plug in your own Document Management System
Already love your document management system? Perfect. Xakia connects out-of-the-box with industry leaders like NetDocuments, iManage, and SharePoint. So you can keep your existing workflows, while Xakia keeps everything stitched together behind the scenes for rapid matter creation, respecting matter and document access.
Explore Xakia's integrations
Xakia connects with all the legal tools you use daily.
NetDocuments
NetDocuments offers a secure, cloud-based environment for document management. Xakia’s integration enables:
Automatic creation of NetDocuments workspaces upon matter initiation in Xakia
Synchronization of key data points between systems
Enhanced collaboration through centralized document access
iManage
iManage: Comprehensive Matter Management
iManage facilitates secure document and email management. Xakia’s integration with iManage allows:
Direct linking of Xakia matters to iManage workspaces
Automatic syncing of matter updates and documents
Utilization of iManage templates for consistent file structures
SharePoint
SharePoint: Leveraging Microsoft’s Ecosystem
For teams utilizing Microsoft’s suite, Xakia integrates with SharePoint to:
Link matters directly to SharePoint folders
Facilitate email filing from Outlook into SharePoint
Capture metadata for improved document organization
This integration capitalizes on existing infrastructure, streamlining document storage and retrieval processes.
Some Commonly Asked Questions About our Document Management Software
Xakia covers the full stack for in-house legal teams: matter management, legal intake & triage, spend management, external counsel management, contract lifecycle management, legal project management, document storage, and analytics & reporting. Everything talks to each other, so you get one source of truth instead of five different tools.
No IT degree required. Xakia is cloud-based, so there's nothing to install. Most teams are up and running within days, not months. The interface is designed to be genuinely intuitive i.e. your team won't need a training course to figure it out.
Xakia connects with the tools your team already uses. Out-of-the-box integrations include NetDocuments, iManage, SharePoint (document management), Docusign (e-signing), Salesforce (CRM), Microsoft Teams, Slack, Outlook and Gmail (communication), SSO providers, and eBilling platforms. There's also an open REST API if you need to build a custom integration.
Both options are available. You can use Xakia’s built-in document management system or connect to iManage, NetDocuments or SharePoint — whichever suits your team’s setup.
Teams save many hours each week by reducing tab-hopping and manual searching. The impact depends on your current processes, but the workflow simplification is immediate and significant.
Yes. Xakia has native integrations with the leading document management systems used by in-house legal teams: iManage, NetDocuments, and SharePoint. If you don't have a DMS, Xakia also has built-in document management, so you can start managing documents right away with full version control, deep search capabilities, and inbox filing and retrieval.
Security is non-negotiable for legal teams, and it's one of our highest priorities. Xakia is certified compliant with ISO 27001, SOC 2 Type 2, and HIPAA. We conduct regular independent security audits, and operate on enterprise-grade cloud infrastructure. You can request our security documentation at any time.
Yes — and we're building more. Xakia uses AI for contract redlining and contract summarization. We're continuing to expand our AI capabilities with a focus on things that genuinely save legal teams time, without compromising accuracy or security. Keep an eye on our product updates for what's coming next.
Yes. Xakia supports SSO integration, so your team can log in using your organization's existing identity provider. No extra passwords to remember, and simpler access management for your IT team.
Some of the customers who trust and love Xakia
Get the matter management your team deserves — without the price shock.
