Legal Intake: Getting Started for the Business
Legal intake from the business side. See the branded Internal Client Portal your people use to raise a request and follow it all the way through.
Someone in the business sends Legal a request and then hears nothing. Legal, meanwhile, is buried and can't keep everyone updated on where things stand. That black box is what Xakia's Internal Client Portal is built to fix.
This video walks through legal intake from the business stakeholder's side: the branded front door your internal clients land on, how they raise a request from the tiles you've set up, and how they follow it all the way to done.
They get one record of everything they submitted, every message back and forth with the legal team, the status notes and the documents, with contracts and approvals in the same place. Setting up the Intake Forms, Intake Routing and triage on the legal team side come in later videos.
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00:00What this video covers
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00:30Your branded Internal Client Portal
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01:12Submitting a request from the tiles, and self-serve
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02:20Tracking your requests: active, favorites and history
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02:39One full record: messages, status notes, documents and contracts
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Build an intake form that asks exactly the right questions, in about five minutes. See Intake Routing, Conditional Logic and Deflections in action.
Legal Intake: Getting Started for the Business
Legal intake from the business side. See the branded Internal Client Portal your people use to raise a request and follow it all the way through.