Managing Legal Intake
4 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…