Legal intake & triage for in-house legal teams

Simple to use for clients. Powerful for your legal team. No hidden costs.

legal intake software
legal intake software - client portal

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
legal matter management - AutoDocs

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

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.

internal client portal for legal requests

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
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

See the Xakia legal intake & triage software in action

Legal Department operational efficiencies

Xakia’s cloud based legal management software instantly delivers time savings and improves the process for all stakeholders.
receive complete information with legal intake software
Receive complete information the first time
No back-and-forth for clarification that delay projects and turnaround times.
central legal matter management system
One platform to receive legal requests
Receive legal requests in a structured, reliable and easy-to-read format.
faster assignment of legal requests with a legal matter management software
Faster assignment of requests to the team
Match the legal request to capacity and capability and fast track legal work delivery.
matter management is simple with a legal intake software
Matter creation is seamless
Remove any duplication or manual updates, ensuring all information is tracked in a central legal matter software.
legal intake software


“When using Xakia, average days to completion [of legal requests] reduced by 73%.”

Megan Isaacson
Legal Operations Manager

Other essential legal matter management software tools

Simple and easy to use legal operations software. Manage your matters, legal spend and more from one cloud based legal management software.

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

Explore our legal intake resources


12 Steps to Smarter Legal Intake & Triage


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


Modern Matter Management for Corporate Legal Departments

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.

Some of the customers who trust and love Xakia

coca-cola - Xakia legal matter management software customer
woolworths group - customers who love Xakia
wesfarmers - customers who love Xakia
kcata - customers who love Xakia
aruma - customers who love Xakia
red river college polytech - customers who love Xakia
bluescope - customers who love Xakia
syneos health - customers who love Xakia
university of waterloo - Xakia legal matter management software customer
opportunityawork - Xakia legal matter management software customer
reece - Xakia legal matter management software customer
city of murfreesboro - Xakia matter management software customer
jera - Xakia legal matter software customer
healius - Xakia matter management customer
movember foundation - - Xakia legal matter management software customer
healthscope - Xakia legal matter management software customer