Below are some of the most frequently asked questions (FAQs) about Xakia and our legal matter management system. If you have any further questions, feel free to get in touch with the Xakia team. If you would like to learn more about our easy-to-use in-house legal software, book a demo today with a consultant.
What is Xakia
Xakia is an online legal matter management system, built specifically for in-house legal teams to help them optimize the efficiency and impact of their department.
Founder and CEO, Jodie Baker created Xakia in 2016 to give legal departments affordable legal technology tools for improved visibility, reporting and efficiency improvements.
What features are available on the Xakia platform?
Xakia is an all-in-one online legal workspace that helps you optimize the efficiency and impact of your in-house legal team.
The Xakia platform is built around four key features:
- Legal matter management
- Legal intake and triage
- Legal spend and external counsel management
- Legal data analytics and reporting
How much does it cost?
Xakia’s online legal workspace pricing has been designed to suit in-house legal teams of all sizes. It can scale appropriately with the number of lawyers in your in-house legal team, which makes it accessible to teams of just 1-2 lawyers, all the way through to large teams of 2,000 with multiple sub-teams and reporting lines.
Our affordable subscription plan consists of only a simple monthly per user charge.
Am I locked into a contract once I sign up for a plan?
No, our plans are month-to-month on a peruser basis. You can cancel at any time.
Can I try before I buy?
Yes, absolutely! Sign up for a 14 day pilot and test the Xakia platform for yourself – no credit card needed.
How is the technology implemented?
Xakia is a cloud based legal software, and has been built for immediate deployment and use - just like any cloud based system you might use in your daily personal or work life.
Leveraging the power of modern systems and architecture, this allows you to avoid costly implementation fees or processes.
Once you have started your free 14-day pilot, or purchased a subscription plan, 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 legal matters.
Book a demo with our team to learn more about our online legal workspace.
Can small legal teams use Xakia?
Yes, absolutely! While you may not have hundreds of lawyers, you still need to track and report on legal matters just as much as massive in-house teams do – and the pressures on your time are even greater. Xakia understands your need for efficiency.
Xakia was originally built for small legal in-house teams, and includes these benefits:
Pricing that scales down
Feeling locked out of premium software built for large teams? With Xakia, you can manage your own implementation, and pay only for the number of users you need. Only 4 people in your team? No problem!
Follow our simple instructions and be up and running in less than an hour.
Your legal team will love our intuitive legal matter management software. Our online training materials and videos, together with our responsive support team, mean you are not alone.
Security you can trust
We have taken the time to get independent security certification, so you know that your information is safe.
How secure is my data?
Your security is important to us. Trusted by customers across all industries including government, health, finance, education and more, we treat security as our highest priority.
- 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 annual third-party penetration testing
- Xakia is ISO 27001 certified
- Xakia has rigorous internal practices
You can learn more about our information security policies and processes and a copy of our full information security pack can be requested.
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 SharePoint
- eBilling: Brightflag
- Email: Outlook, Gmail
- Automation: Checkbox, Josef, Ironclad and LinkSquares
- Authentication: Azure Active Directory, Okta, SCIM and ADFS
In addition, clients are able to use the API to create their own integrations. Please feel free to contact us for more information.
Using the Xakia platform
I'm 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 minutes 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 legal analytics can be interactively displayed on the Dashboards.
We highly recommend joining our monthly user training webinars for tips and tricks to using Xakia, but feel free to reach out to the Xakia team at any time for assistance.
How do I contact support?
If you are logged into the Xakia legal workspace, you can click the ‘?’ in the top right-hand corner of your screen to access online support materials.
Alternatively, you can email email@example.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 training webinars for all existing users and a quarterly check-in to ensure you are getting maximum value of the Xakia online legal workspace.
Can I import and export data?
Whatever the system you are moving from - whether excel or another matter management system - your data and documents can be easily imported into Xakia, using our standard templates and processes. We would be happy to assist you with this.
We don't lock your data in - we make it our business to provide you with a beautiful online legal workspace you love using... but if you choose to cancel your subscription, matter data captured in Xakia can be exported at any time (subject to individual user permissions).
Please get in touch with the Xakia team if you have any questions.
Can we tailor our Xakia platform?
Xakia has a standard set of fields captured for each piece of work which take about 30 seconds to complete, or instantly if you use Xakia templates.
If you need to capture custom fields, this can be done quickly and easily, included at different points in the matter process (at legal request, matter, completion, or for dispute or contract specific information).
Note: we do caution clients against too much data – less data, captured more often is most effective.
How do I generate reports?
Xakia has over 25 standard legal analytics 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 and click 'Run'.
Reports are available in PDF or Excel. Custom reports can be built in Word, Excel, PDF or PowerPoint format.
Can I generate custom reports?
Xakia has over 25 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. Get in touch with us for more information.