Xakia Solutions

FREQUENTLY ASKED QUESTIONS

How much does it cost?

Xakia pricing has been designed to suit teams of all sizes, so that it can scale appropriately with the number of lawyers in your team. This makes it accessible to teams of just 1-2 lawyers, all the way through to the largest teams of 2000 with multiple sub-teams and reporting lines. There are no implementation costs, just a simple monthly per user charge. Further details are set out on the pricing page. If you require a tailored solution, we would be happy to discuss your needs with you.

How is the technology implemented?

Xakia is a cloud based system, so there are no costly implementation costs or processes. Once you have started your free trial or purchased a subscription, your online set up will take 30-60 mins capturing details about your team and its structure, the types of work you do and the law firms you engage with. Invite each team member with the click of a button. Then, you are ready to start adding and managing your matters.

 

When you sign up for your free trial, you will be contacted by a member of our team to help guide you through the process, or you can choose to manage this on your own. 

How secure is my data?

Our security page sets out details about our information security policies and processes and a copy of our full information security pack can be requested here. In short:

- All data is stored on the Microsoft Azure servers, which is compliant with a broad set of international and industry-specific compliance standards.
- Xakia undertakes quarterly third party penetration testing. 
- Xakia is ISO 27001 certified.
- Xakia has rigorous internal practices. 

Can I import and export data?

Existing data can be easily imported into Xakia using our standard templates. We would be happy to assist you with this.

Data captured in Xakia can be exported at any time into a CSV format.

Can we tailor our Xakia platform?

Xakia has a standard set of fields captured for each piece of work which take ~30 seconds to complete. If you need custom fields, this is also possible, and can be included at different points in the matter process.

 

Note: we do caution clients against too much data - the more fields to be completed, the lower the compliance with completion. Less data, captured more often is most effective. 

What integrations are available with Xakia?

Xakia has an open, rest API which it utilizes for native integrations with numerous software, including:

- Document Management: NetDocuments, iManage and Fyler

- eBilling: Brightflag

- email:Outlook, Gmail

- Authentication: Azure Active Directory and Okta (coming soon)

 

In addition, clients are able to use the API to create their own integrations. Contact us for more information.

How do I generate reports?

Xakia has 20+ standard reports which are available directly from your Xakia platform. Simply select a report, apply filters such as team member, client, dates or type of work (if relevant) and click 'Run'. The report is downloadable as a PDF. Custom reports can also be built in Word or Excel format.

Can I generate custom reports?

Xakia has 20+ off-the-shelf reports and the ability to filter those reports to include the work of different managers, team members, clients, matter types, dates and more. 

 

However, if you require something a little more specific to your needs, we would be happy to assist. Once a custom report has been created, you can run it at any time using the existing filters.

How do I contact support?

If you are in the Xakia platform, you can click the ? in the top right hand corner of your screen to access online support materials.

 

Otherwise, email support@xakiatech.com at any time to be connected with our Support Team.

 

Ongoing support is available directly with your Xakia Consultant, or via the Support Team. We also offer monthly refresher webinars for all existing users and a quarterly check in to ensure you are getting full value from your Xakia subscription.

I am new to Xakia, where do I start?

If you are an Admin, you will need to configure your system. We can assist with this, but it should take you as little as 30 mins to be ready to start adding matters.

 

Once your system is configured, the best place to start is to add a 'matter' (also known as a file or case). Click the + button in the top right hand corner of your screen, complete the mandatory fields about who, what, when and why of your matter, and click save. 

 

Your work can be displayed and managed on the Card View or Matters List, and analytics can be interactively displayed on the Dashboards. 

 

We highly recommend joining our monthly training webinars for a short overview each month, but you can reach out to us at any time for assistance.

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