The Xakia O365 Outlook Add-In transforms how legal teams interact with matters, documents, and emails directly from Outlook. Designed to boost productivity and reduce workflow friction, this modernized add-in introduces a suite of powerful new features and a significantly improved user experience.

Here’s a breakdown of each major feature and how it benefits you:

What it does:
Allows users to instantly create a new matter from an email with just a few required fields to fill in.

Why it’s great:
It’s a lightning-fast way to capture legal work without disrupting your day. Add the detail later, keep the workflow moving now.

What it does:
Visually shows whether an email has been filed in Xakia, right in Outlook. Uses tags and banners to flag the filing status.

Why it’s great:
Never double-handle emails again. Instantly see what’s been filed and to which matter, so your inbox becomes a trusted source of truth.

What it does:
Automatically files all emails in a conversation thread to the associated matter once activated.

Why it’s great:
No need to file every reply manually, Xakia tracks the thread and keeps everything organized and compliant.

What it does:
Search for and view all your matters directly in Outlook. Includes filters (e.g., My Matters, Confidential) and actions (e.g., update status, add task/discussion).

Why it’s great:
Stay productive in Outlook. Manage your matters, see statuses, and take action, all without switching tabs or tools!

What it does:
Lets you save emails and their attachments directly to SharePoint from Outlook via Xakia’s integration.

Why it’s great:
No downloading, uploading, or file misplacement. Easily store documents where your team needs them.

What it does:
Perform common matter actions from your inbox: update status, add key dates, assign tasks, add notes/discussions, and open in Xakia.

Why it’s great:
Reduces context-switching. Update legal work in real time while responding to emails.

What it does:
Supports integration with Xakia DMS, SharePoint, NetDocuments, and iManage (note: not all support email filing).

Why it’s great:
Gives teams flexibility to work with their preferred systems while centralizing legal content.

What it does:
Fully supports shared inboxes allowing filing, tagging, and matter actions across teams.

Why it’s great:
Improves consistency and collaboration for legal teams managing group mailboxes or generic addresses.