Xakia

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 - Error Reference Guide

iManage

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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