Xakia

Connect Xakia to the tools you already use, including Outlook, Gmail, SharePoint, Docusign, Salesforce, Slack, and more.

Integrations

Set up the Xakia O365 Outlook Add-In and Gmail Add-On to file emails and attachments, create and manage matters, and save documents to your DMS.

Email Integrations

Deploy the Xakia Outlook add-in to your whole team from the Microsoft 365 admin center, so users get it in Outlook automatically with nothing to install.

Installing the Xakia O365 Outlook Add-In via the Office 365 Admin Center

Make use of Xakia and Outlook smoother by giving global authorization

Global Authorization for the Xakia O365 Outlook Add-In

Understand the user-delegated permissions the Xakia Outlook Add-in requests, what each one enables, and the details your IT team needs to approve.

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

Common questions about the Xakia Outlook Add-in: moving from the legacy Add-in, shared mailboxes, permissions, filing indicators, and conversation filing.

Xakia O365 Outlook Add-In FAQ

Xakia uses OpenID Connect and OAuth 2 for secure authentication

Xakia Authentication with OIDC

Outlook

Install the Xakia Gmail Add-on to create, search, and manage your legal matters without leaving your Gmail inbox.

Installing and Getting Started With the Gmail Add-On

Gmail

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

Installing the Xakia Word Add-In Via Microsoft 365 Admin Center

Install the Xakia Word Add-In to run AI Document Review and Redlining against your Playbook, and save Word files straight to Xakia.

Microsoft Word

Connect Xakia to your document management system, iManage, NetDocuments, or SharePoint, to sync matters and store documents where your team works.

Document Management Systems

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

About Xakia's SharePoint Online Integration

Sync your Xakia matters with SharePoint Online folders automatically, so your files stay organized without extra work.

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

Configure your iManage integration to manage documents and matters together while keeping strong control 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

Set up the NetDocuments integration to connect your Xakia matters to NetDocuments workspaces.

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

Receive instant notifications in Microsoft Teams when new matters are created or legal intake requests are submitted!

Set Up Microsoft Teams

Set up the Microsoft Teams integration to get instant notifications when new matters are created or legal intake requests are submitted.

Microsoft Teams

Set up Xakia's Slack integration to send matter and legal request notifications to shared channels across your team.

Setting up Slack Integration - Organization Wide

Connect Xakia to Slack to create matters, sync discussions, get matter and legal intake notifications, and keep confidential matters redacted.

Slack

Set up your Docusign integration to track contract signings, store signed contracts, and keep your documents up to date.

Setting Up Your Docusign Integration

The Docusign integration lets you send, track, and store signed contracts without leaving Xakia.

About the Docusign Integration

Send contracts from Xakia to DocuSign for signing, track status in real time, and have signed documents filed straight back to the contract record.

Docusign

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

Connect Xakia to automation tools like Josef, Checkbox, Ironclad, and Power Automate to automate FAQs, document creation, and contract workflows.

Automation tools

Set up your Brightflag integration in Xakia!

Brightflag Configuration

Connect Xakia to your eBilling system to sync matters, budgets, and invoices, including the Brightflag integration.

eBilling

Install the Xakia-Salesforce app to sync matters and account data between Salesforce and Xakia.

How to Install The Xakia-Salesforce App

Connect Salesforce to Xakia: install the app, raise legal requests from Salesforce, message with Chatter, and manage your intake form settings.

Salesforce

Xakia API and GitHub Account Information

Get started with the Xakia Public API: find your API and GitHub account information to connect Xakia with your own systems.

API information

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