The Xakia Demo: A 30-Minute Guided Tour
A 30-minute guided tour of the Xakia essentials, from how work gets in to managing matters and reporting to the board. The best place to start.
Most legal teams run on a patchwork of inboxes, spreadsheets and shared drives, and nobody can see the full workload. In around 30 minutes, Jodie walks through the core of the Xakia toolkit and shows how it fits together.
You'll see the three ways work gets in (directly, through legal intake, or from Outlook), how you manage matters once they land, what it looks like to bring in a law firm and track the spend, how you build your Intake Forms, and how analytics turns all of it into a report you can hand to leadership.
Start here, then use the deeper videos on spend, contracts, search, Xakia AI and the SharePoint and Gmail integrations when you want to go further.
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00:00Welcome and what this demo covers
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00:54Matter Management, and the three ways work gets in
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01:21Creating a matter: the full form and Quick Add
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03:12Managing your work: List, Card and Calendar Views
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08:15Inside a matter: documents and version control
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10:09Bringing in a law firm and tracking spend
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12:13The Outlook Add-In: create matters and file emails
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16:12Legal intake: the Internal Client Portal
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20:20Building Intake Forms: Intake Routing and Deflections
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23:33From request to matter: triage and assign
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25:51Analytics, the Xakia Quadrant, and a look at contracts