Legal intake & triage for in-house legal teams
Simple to use for clients. Powerful for your legal team. No hidden costs.
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.
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
Internal Client Portal
True business partners with transparency and collaboration
Collaboration between the corporate Legal Department and internal clients goes beyond receiving instructions and is made easy for your clients with our legal workflow management software.
- Provide a single legal front door
- Submit and track requests for updates, documents and delivery
- Enable collaboration between legal team and internal clients
- Empower self-service
Bonus: no hidden costs/charges
An unlimited number of internal business clients can be added to the Internal Client Portal.
There is no additional fee for internal business clients to use the Internal Client Portal.
“Using Xakia's streamlined legal intake process and internal client portal have been so much more efficient for me.”
Chief Legal Officer
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
See the Xakia legal intake & triage software in action
“When using Xakia, average days to completion [of legal requests] reduced by 73%.”
Legal Operations Manager
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?
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.
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
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.