Xakia

Take your Xakia experience to the next level with these helpful additions. 

Integrations

Xakia API and GitHub Account Information

API information

Get the Xakia Outlook add-in up and running in minutes to easily manage your matters straight from your inbox!

Getting Started with the Xakia O365 Outlook Integration

Deploy the Xakia Outlook Add-In to your team via the Office365 Admin Center

Installing the Xakia O365 Outlook Add-In Via Office365 Admin Center

Get a full overview of all the features of the Outlook Add-in!

Xakia O365 Outlook Add-In Overview

Make use of Xakia and Outlook smoother by giving global authorization

Global Authorization for the Xakia O365 Outlook Add-In

Xakia Outlook Add-In Delivers Powerful Functionality with Minimal Permissions!

Xakia O365 Outlook Add-In: Understanding and Authorizing Permissions

A step by step guide of upgrading to Outlook O365 using modern Azure authentication

Migrating to the New Xakia O365 Outlook Add-In

Setting up Outlook to have a column for Filed by Xakia category tag!

Xakia O365 Outlook Filing Indicator

How conversation filing works, and what is a conversation?

Xakia O365 Outlook Conversation Filing

Integrate your Xakia O365 Outlook with different Integrations!

Xakia O365 Outlook Add-In and DMS Integration

Effortlessly save emails and documents to SharePoint directly from your inbox!

Xakia O365 Outlook Add-In - Save Emails and Documents to SharePoint

Check out the outlook FAQ's to keep the add-in running smoothly!

Xakia O365 Outlook Add-In FAQ

Xakia uses OpenID Connect and OAuth 2 for secure authentication

Xakia Authentication with OIDC

Outlook

Install the Gmail add-on to easily create, search, and manage your legal matters directly from your inbox.

Installing and Getting Started with the Gmail Add-On

Gmail

Set up your Brightflag integration in Xakia!

Brightflag Configuration

Are you frequently asking questions about Brightflag? Yes? Then you've come to the right place!

Brightflag Integration FAQ

eBilling

Document Management Systems

Integrate Xakia with SharePoint Online to seamlessly store, organize, and sync your matters

About Xakia's SharePoint Online Integration

Sync your Xakia matters with SharePoint Online folders, so you can focus on the legal work while the tech takes care of itself!

Set Up SharePoint Online Integration

File key details and sort your Outlook emails in SharePoint with Xakia

How to File Your Outlook Emails to SharePoint With Metadata

SharePoint Online

A high-level overview of Xakia's iManage integration with workflow diagram.

About Xakia's iManage Integration

Streamline document and matter management while maintaining strong governance over permissions and visibility

How to Configure your iManage Integration

Easily connect your Xakia matters to iManage, automatically sync updates, and link to new or existing workspaces with just a few clicks!

How to use the iManage integration

iManage

Quickly create and open your NetDocuments workspace straight from Xakia, with automatic matter details and easy access in just a few clicks!

How the NetDocuments integration works

Setting up the NetDocuments Integration

Set up your NetDocuments cabinet for Xakia by creating key profile attributes and configuring workspace templates

Setting up a NetDocuments Cabinet for use with the Xakia NetDocuments integration

NetDocuments

Easily track whether matters are partially or fully automated by linking Xakia to your automation tool and capturing resourcing data!

Automation and Resourcing

Manage contracts by integrating Ironclad with Xakia, automating workflows, updates, and keeping everything in one legal hub

How to Integrate Ironclad

Leverage Checkbox to automate decision-making, FAQs, and document creation, seamlessly pushing all data and draft documents directly into Xakia!

Checkbox

Harness Josef to automate FAQs, decision trees, and document creation, with all data and draft documents flowing directly into Xakia for seamless legal request management!

Josef

Automation tools

Stay in the loop with your legal matters by connecting Xakia to Microsoft Teams, get instant notifications for new matters and requests, all with quick links back to Xakia!

Set Up Microsoft Teams

Microsoft Teams

Integrate Salesforce with Xakia and get the best of both worlds!

How to Install The Xakia-Salesforce App

Salesforce

Easily set up Xakia’s Slack integration to send matter and legal request notifications to shared channels, keeping your team in sync and connected!

Setting up Slack Integration - Organization Wide

Slack

Deploy the Xakia Word Add-In to your team via the Office365 Admin Center

Installing the Xakia Word Add-In Via Office365 Admin Center

Microsoft Word

Find answers and get help from Intercom Support and Community Experts

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