Legal Intake & Triage
Manage incoming legal work using Xakia's intuitive system!
7 articles
Conditional Logic in Intake FormsUsing Xakia’s Conditional Logic feature to create smart, dynamic Intake Forms!
Using Contract Intake FormsContract Intake Forms let your internal clients submit contract requests via the Client Portal, and your legal team map them straight to a new Contract Record in one step!
Viewing Contract Details on a RequestAll the contract essentials, right where you'd expect them.
Set up Intake Routing (Enterprise Only)Get the right request to the right person!
Set up logic-based routing rules on your intake forms to automatically direct incoming legal requests to the right individual, eliminating manual triage…
The Internal Client Portal HomepageEverything you need to manage your legal activity — approvals, request status, and quick answers — starts right here!
Viewing Your Request Details in the Internal Client PortalMy Requests gives you a live view of every legal request you've submitted, with everything you need to follow its progress!
My Contracts in the Internal Client PortalMy Contracts gives you a consolidated view of all the contracts where you are listed as a contract owner, requestor or follower, accessible directly from the Internal Client Portal.