Matter Management: Every Matter in One Place

You've been tracking legal matters in your inbox and a spreadsheet, and you still can't see the whole picture: who's working on what, and what's about to slip. This video shows how to move that into Xakia.

Jodie covers the three ways matters get created (in the app, from Outlook or Gmail, and through legal intake), then focuses on creating them in the app. You'll see the matter form, how templates pre-fill most of it so you're not retyping the same fields every time, and the Quick Add tool for capturing several matters at once.

From there she walks through the ways to see your work: a List View with configurable columns and confidential matters redacted by default, a Card View you can drag matters through by status or priority, and a Calendar View where you can spot a brutal week coming and reschedule to spread the load.