Legal Intake & Triage | In House Legal Counsel Software

Legal intake essentials

Xakia's simple, powerful legal intake and triage system includes:

Simple request process. Set up simple workflows so that your clients can submit requests efficiently and your legal team can receive and resolve without fuss.

Automation and self-serve options. Automatically create documents or answer frequently asked questions.

Portal for collaboration. Share updates and documents between clients and legal team.

Analytics. Silently collect data to drive insights into client demand and delivery.

legal intake & triage software - internal client portal

A better and faster experience

A legal intake system can be set up in minutes to instantly deliver a saner, smoother request process to your business clients.

Single front door for all legal requests
Customized legal intake workflows
Submission of legal requests is fast and smooth
The right information is captured to facilitate fast turnaround
Quick and simple assignment of requests

In-house legal self-service tools

A matter management software for corporate Legal Departments can facilitate business efficiency with business self-service.

Frequently Asked Questions

Empower your business partners to search and find answers to routine questions, saving you both time AND ensuring legal information is accurate.

Automatically generated documents - AutoDocs

The Legal Department is not a glorified word processor, and there is nothing worse than having your valuable legal team form filling to generate standard documents.

Xakia's Legal Intake & Triage software includes self-generating documents, with delivery routed to:

Your business users and/or
To the Legal Department for sign off

Learn about AutoDocs

legal intake software - analytics and reports

Legal intake data analytics and reports

The data gathered through the legal intake process is pure gold for identifying ways to improve Legal Department productivity.

With Xakia's legal analytics software, you can use out-of-the-box and highly configurable dashboards and reports to:

Understand business demand and identify changes
Monitor changes that may require resourcing adaptations
Interrogate legal requests to understand capability and capacity
Identify blockages in the legal workflow
Demonstrate the volume and type of work received and delivered
Demonstrate turnaround times and strategic value

Receive complete information the first time

No back-and-forth for clarification that delay projects and turnaround times.

One platform to receive legal requests

Receive legal requests in a structured, reliable and easy-to-read format.

Faster assignment of requests to the team

Match the legal request to capacity and capability and fast track legal work delivery.

Matter creation is seamless

Remove any duplication or manual updates, ensuring all information is tracked in a central legal matter software.

WHITE PAPER

12 Steps to Smarter Legal Intake & Triage

Download white paper ›

WHITE PAPER

Client Portals for Real-Time Collaboration: An Essential Tool for Legal Departments

Download white paper ›

modern matter management software for in house legal departments

WHITE PAPER

Modern Matter Management for Corporate Legal Departments

Download white paper ›

Being a trusted advisor and business partner is an essential component of success for Legal Departments. Bringing all parties together for a streamlined process to submit, review and resolve legal work is critical to achieving this goal. Xakia’s legal intake and matter management solution instantly delivers time savings and improves the process for all stakeholders.

An inefficient intake process, such as emails, verbal requests or paper documents can be overwhelming and stressful. An effective legal intake system helps improve service delivery and happier clients. Check out our blog to learn more about the benefits of a legal intake software, including saving your legal team time, lower stress, improved performance and more.

With clear visibility into all legal requests, you can easily triage, prioritize and assign work to the right resources.

If you would like to learn more about our matter management tools, reach out to the Xakia team for a demo.

The Xakia Internal Client Portal is perfect for end-to-end collaboration. It acts as a single ‘front door’ for your internal clients and ensures that the Legal Department is not a ‘black box’ for legal requests.

The Xakia Internal Client Portal:

Saves time and effort
Removes unnecessary noise
Fosters collaboration between the corporate legal department and internal clients

If you would like to see our legal operations software in action, get in touch with the team for a demo.

Some of the key benefits of the Xakia Internal Client Portal include:

Increased visibility of the end-to-end journey of legal work
Increased visibility into all incoming legal requests
Less time spent in email
Less time spent going back and forth with multiple questions trying to gather all the necessary details
Reduced turnaround times

If you would like to learn more about our legal intake software or how the Internal Client Portal can help your Legal Department, get in touch with the team at Xakia today for a demo.

No – legal intake is available on all our subscription plans. You can learn more about our plans here.

No! The good news is you can have unlimited internal business clients use the Internal Client Portal at no additional fee!

Please note: the Internal Client Portal is available on the Advance plan – you can view our pricing to learn more.

Legal intake & triage for in-house legal teams

Legal intake essentials

A better and faster experience

In-house legal self-service tools

Frequently Asked Questions

Automatically generated documents - AutoDocs

Internal Client Portal

True business partners with transparency and collaboration

Bonus: no hidden costs/charges

Legal intake data analytics and reports

See the Xakia legal intake & triage software in action

Legal Department operational efficiencies

Other essential legal matter management software tools

There is a better way with Xakia's legal intake software

Explore our legal intake resources

Some commonly asked questions about our legal intake & triage software

Why do I need to use a legal intake system?

What is the Xakia Internal Client Portal?

What are the benefits of using your Internal Client Portal?

Is there an additional fee to use Xakia’s Legal Intake & Triage tool?

Do I have to pay for my internal clients to use the Internal Client Portal?

Some of the customers who trust and love Xakia