Submitting a legal request through Salesforce is simple and quick.
In this article:
Note: The Xakia-Salesforce integration is available on the Advance subscription plan.
Watch our short video to learn more.
How to create a legal request in Salesforce
Once a user is logged into the Salesforce system, follow the steps below to submit a new legal request.
Click on the opportunity tab at the top of the screen. If the opportunity tab is not showing, click on the nine dots in the left corner of the window and start typing 'opportunity' in the search field.
Click on any opportunity record and click on the ‘New Legal Request’ tab from the main screen.
Select the ‘Request Type’ from the available options to create a new Legal Request.
The screen will refresh. Complete the mandatory fields, including contracting party information.
If required, add more parties by clicking on the ‘Add Party’ button on the bottom right hand side of the screen.
To remove a contracting party, click on the 'Remove Party' button.
Complete any other mandatory fields, including a description of the request, contract value and other relevant information.
Note that document links can be added (but not document attachments), and should be accessible by the legal team or any other parties who will require access to the documents. For steps on sharing Salesforce document links, refer to the Salesforce documentation here.
Click on the 'Save' button on the bottom right hand corner.
Once saved, all the information will sync to the Xakia platform and a new legal request will be created. A pop-up message will display on the screen advising the ‘Legal Request is submitted to Xakia’.
Viewing a legal request in Xakia
A legal request is created in the Xakia platform and is ready for review by the legal team.
A Xakia user can view all legal requests from Salesforce under Matters > Legal Requests.
Click on the ‘Open’ button next to the legal request to view more details. You can update/edit other fields if required and complete any other compulsory fields. Once saved, the legal request will convert to matter and a matter number will be generated. The same number will be reflected in Salesforce.
The Salesforce user will receive a notification in Salesforce regarding any status updates.
Note: The Salesforce user can edit the editable fields in Salesforce until the status is ‘Completed’ or ‘Cancelled’. For example, include additional document links. Once the status has been changed from ‘In Progress’ to ‘Completed’ or ‘Cancelled’, Salesforce fields will be locked down and the Salesforce user will not be able to make any further edits.
If you require more information or support, you can get in touch with the Support team here or email email@example.com.