Legal intake & triage for in-house legal teams

Easy to use for clients and lawyers - swiftly match legal resources with incoming legal requests via our ticketing & triage system.

Xakia Legal Intake & Triage - matter management software

Watch a short Legal Intake & Triage demo

Xakia Legal Intake & Triage demo - matter management software

Streamline delivery and outcomes

Xakia’s legal intake, ticketing and triage matter management system allows you to receive work and quickly and easily match the appropriate resource with the request.

No more back and forth with multiple questions that delay projects and turnaround time. Our matter management software streamlines workflow  and ensures a better user experience for both the internal business client and in-house legal team. We make it easy to keep your clients well informed.

Xakia’s legal intake and triage tool instantly delivers time savings and improves the process for all stakeholders. Some benefits of a legal intake software include:

 Submission of repetitive legal requests is faster and smoother
 Give internal clients visibility over all their legal requests
 Real-time collaboration for updates to – and from – internal clients
 Faster turnaround times = deliver on internal SLAs
 Happier clients

legal matter management software

Axiom Medical

Using Xakia's streamlined legal intake process and internal client portal have been so much more efficient for me.”

Chuck Kable
Chief Legal Officer
happy team - legal operations software

It's a win-win for your clients and in-house legal team

  • Empower in-house clients to seek online assistance with dynamic, customized forms
  • All legal requests are assigned - nothing falls through the cracks
  • Save time by collecting key information upfront
  • Avoid data duplication in legal matter management
  • Ensures efficient and effective resource matching
  • Easily manage client expectations and give clients visibility
  • Transition from the emergency hotline to an efficient ticketing system

No more random emails with an Internal Client Portal

Collaboration between the corporate legal department and internal clients goes beyond receiving instructions and is made easy with our legal workflow management software.

Once you have streamlined receipt of instructions, ongoing collaboration between your legal team and your internal clients is the next step.

Xakia's internal client portal will ensure that your clients can access a secure portal to submit, track, update and collaborate on legal matters with ease.

Bonus: no hidden costs/charges

  • Unlimited internal business clients to get added to the Internal Client Portal
  • No additional fee for business clients to use the Internal Client Portal
legal intake triage is easy with a legal matter management software

Ready to take Xakia's matter management software for a test drive?

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“The real differentiator for us was the intake component and the ability to have dashboards and metrics. Xakia was really the only out-of-the-box solution that offered both”

Megan Isaacson
Legal Operations Manager

Explore our legal intake resources


12 steps to smarter legal intake & triage


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Client Portals for Real-Time Collaboration:
An Essential Tool for a Dispersed Legal Department


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Modern matter management


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Some commonly asked questions about our legal intake & triage software

Why do I need to use a legal intake system?

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.

What is the Xakia Internal Client Portal?

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.

What are the benefits of using your Internal Client Portal?

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.

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

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

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

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.

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

Some of the customers who trust and love Xakia

woolworths group - customers who love Xakia
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kcata - customers who love Xakia
aruma - customers who love Xakia
boral - customers who love Xakia
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syneos health - customers who love Xakia
university of waterloo
city of murfreesboro
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