Introducing Xakia On-Demand Guides
Xakia On-Demand Guides for Xakia users
Xakia On-Demand Guides for Admins
Xakia On-Demand Guides give you the power to launch an interactive, in-app guide to a specific Xakia feature you want to understand whenever it works best for you! All you need to do to is:
- make sure you are logged into Xakia; and
- click the hyperlink to the Xakia On-Demand Guide you want to launch.
Xakia On-Demand Guides are designed to be brief and highlight the key aspects of a particular feature. If they don't answer your question, or you'd like to dive deeper, contact us!
Xakia On-Demand Guides for Xakia users
The Xakia On-Demand Guides are for Xakia users (Admins and non-Admins).
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All Matters Dashboard An orientation tour of our most popular live dashboard |
5 minutes | Launch | |
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Create an analytical report Shows you how to create your first analytical report. Analytical reports illustrate what you do for your stakeholders, and identify trends. |
5 minutes | Launch | |
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Create a narrative report Shows you how to create your first narrative report. These reports are more descriptive in nature: handy for risk and board reporting. |
2 minutes | Launch | |
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Update matter status Shows you how to quickly update the status of an existing matter. |
2 minutes | Launch |
Xakia On-Demand Guides for Admins
The Xakia On-Demand Guides below are for Xakia users who are Admins. Although non-admins may be able to launch some of these, they will not be able to complete them.
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Creating Divisions Shows you how to create Divisions in Xakia. |
10 minutes | Launch | |
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Add your team mates Shows you how to add your team to Xakia. |
10 minutes | Launch | |
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Renaming Divisons Shows you how to rename 'Divisions' to something else (e.g. 'Business Units', 'Operating Units', 'Functions', etc). |
1 minute | Launch | |
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Creating Sub-Divisions If you'd like to capture more detail about where legal work is coming from within a Division, you can do that by creating Sub-Divisions. |
20 minutes | Launch | |
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Risk or priority? One of the qualitative metrics Xakia can capture is the risk or priority level of a matter. This shows you how to choose the best option for you. |
1 minute | Launch | |
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Upload your logo Upload your organization's logo to make Xakia's reporting your own and give your internal clients confidence they're in the right place. [File restrictions: PNG or JPG format with a maximum image width of 600 pixels.] |
1 minute | Launch | |
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Creating matter templates Shows you how to create templates for your most common types of matters so that you can maximize consistency, and minimize time spent on data entry. |
5 minutes | Launch | |
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Adding external resources Shows you how to add your law firms and other providers, letting you track what you send to who, and unlocking spend management workflows. |
5 minutes | Launch | |
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Subscribing If you are currently on a Xakia trial and ready to subscribe, this guide shows you how. |
5 minutes | Launch |