LegalTech integrations: email
The days of sticky notes and endless to-do lists are over! Xakia’s legal matter management system and email integration lets you search, create and manage legal matters straight from your Outlook or Gmail inbox.
The Xakia-Microsoft add-in allows Xakia matters to be displayed inside your Outlook interface.
- Create matters in minutes, intuitively populating the Xakia matter form with details from an email
- Add status notes, key dates, add and assign tasks
- Save relevant emails and/or documents to your matter through the add-in
- Search and view details of existing matters within Outlook
- Use pre-defined templates to create matters even faster
Our Xakia add-in is available in the Microsoft App Store and can be installed in minutes.
Installing the add-in on the desktop version automatically adds it to the web version of Outlook and vice versa. Too easy!
“Xakia provides us with a single legal hub that enables us to create matters from emails in a couple of clicks.”
Head of Legal, VFMC
The Xakia-Gmail add-on lets you search, create and manage your legal matters and email filing directly from your Gmail inbox.
With the Xakia Gmail add-on you can:
- Create matters in seconds, with the add-on intuitively picking up details such as the matter manager, the internal contact, matter name and matter description
- Create matters even faster, accessing your pre-defined templates
- Search and sort existing matters by relevance, favorite, matter name, date required and more to view details directly from your inbox
- Manage your matters, including adding tasks, key dates, status notes, and discussions
- Show, hide or redact confidential matters
- Automatically file emails to existing matters
- Post discussions into Xakia straight from Gmail
- Status notes and discussion posts can be shared with internal clients straight from Gmail, avoiding the need to update Xakia and send an email
Installing your Gmail add-on is quick and easy!
Bring the Xakia matter management functionality right into your Gmail inbox!
- Xakia’s Gmail integration allows you to create a new matter straight from your inbox, or file emails to existing matters
- Automatically file email threads and save attachments separately from the email itself
- Filed emails are tagged so that you know they’ve been filed, and the matter number they’ve been filed to. Using Gmail's in-built labels mechanism, this allows you to see all emails in your inbox relating to a specific matter at the click of a button
Collaboration made easy, straight from your inbox, but without the emails
- Post discussions into Xakia's matter management software straight from Gmail so team members working on the matter stay updated
- Status notes and discussion posts can be shared with internal clients, avoiding the need to update Xakia and send an email