In crisis situations, legal teams need a way to capture information quickly in Xakia so they can keep leadership teams informed and minimize risk.
Below are some best practice tips to help you get started.
Create a Hashtag (#)
Creating a hashtag is the quickest and easiest way to identify and track all matters associated with a particular topic.
- To create a hashtag, follow these instructions here
- A good example is #COVID19
Bonus tips:
- To tag your matters, add a hashtag to the Description field or to a Status Note on a matter.
- Sort matters by hashtags in the Matters List or Card View to instantly surface all relevant data.
- Use various reports to extract details on hash tagged matters to share with key stakeholders.
Set Up a Matter Template
Create a matter template for a recurring legal issue. Matter templates promote the fast and consistent creation of matters.
- Apply a matter template while creating a matter via the Outlook integration
- To set up and use a matter template – see these articles to learn more
Create a Lesson Learned
By capturing a 'Lesson Learned' at the completion of a matter, you can utilise learnings for future matters with the same legal issues.
- The Completion – Lessons Learned Report will immediately assist you to focus on your next strategic initiative
- Learn more about 'Lessons Learned' here
Run Reports
Set up a regular reporting routine to keep leadership informed on ongoing critical and high priority matters, eg, those tagged with a hashtag.
- Concise Matter List: includes a description of the matter and the last status note
- Analysis Report: drill down into detail and volume of where the work is coming from and the types of work arising from the crisis, review turnaround times and keep an eye on total external spend.
Bonus tip:
- Set your reports to be recurring - learn how here
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.