Streamline contract management, automatically create matters and sync updates between platforms. This ensures a seamless, automated workflow for your legal team without manual intervention.
Note: Ironclad is available on the Professional subscription level.
Overview
Empower your business by integrating Ironclad with Xakia for seamless contract management. With this integration, contract details from Ironclad are automatically pushed into Xakia, making legal work easier and more organized.
How It Works:
Create a Workflow in Ironclad:
Your business user sets up a workflow in Ironclad to manage contracts.Auto-Push to Xakia:
All relevant contract information is automatically pushed into Xakia as a new matter:Assigned to the right legal team member
Internal contact set as the business requester
Matter status: 'In Progress' or 'Awaiting Action' based on Ironclad’s status
Marked as 'Automated - Partial' under resources
Any updates in Ironclad are mirrored as status notes in Xakia
Completion Sync:
Once the workflow in Ironclad is completed, the Xakia matter status is automatically updated to 'Completed.'
This integration brings all your legal data together in one place, making Xakia your central hub for in-house legal management.
Ironclad and Xakia integration
The Ironclad integration can be configured directly from 'Admin' in the Xakia platform. Follow these instructions below to get started.
Step 1: Ironclad Configuration
(Ironclad instructions can be found here https://developer.ironcladapp.com/reference/register-oauth-client)
Login to your Ironclad instance and navigate to 'Company Settings'
Select 'API' from the settings menu. If the API option is not available, please contact Ironclad Support
After arriving there, you will click on the “Create new app” button.
A popup will appear asking for a name, enter "Xakia Integration” and click "Create app".
This will generate a new client application and supply you with a client ID and secret. Save both the client ID and the secret. You will not be able to access the secret again.
After closing the popup, set the grant type to Client Credentials and add the following scopes.
public.webhooks.createWebhooks
public.webhooks.readWebhooks
public.webhooks.updateWebhooks
public.webhooks.deleteWebhooks
public.workflows.readWorkflows
public.workflows.readSchemas
Once complete, press “Save Changes”.
Step 2: Xakia configuration
In Xakia, navigate to 'Admin' > 'Integrations' > 'Automation'
In the 'Provider' drop-down, select 'Ironclad'
Enter your Ironclad Client ID into the 'Client Id' field.
Enter your Ironclad Client Secret into the 'Client Secret' field.
Enter an Ironclad user email into the 'Service Principal Username' field. This can be any Ironclad user with Ironclad admin access but we recommend it be a service account user setup specifically for the integration and not associated with a real person.
Press ‘Check Credentials’ to confirm the configuration is working.
Select a default matter manager to assign to matters as a fallback when a mapping from Ironclad to Xakia cannot be found.
Press 'Save' to confirm the configuration
Step 3: Ironclad to Xakia mapping
Ironclad workflows are mapped to Xakia templates to fill in default values for fields that may not exist in Ironclad.
To map workflows, press 'Add Template'
On the left side, enter the 'Ironclad Workflow' template ID (found in the URL when starting a workflow in Ironclad)
Top Tip! The workflow ID can be found in Ironclad by starting a workflow and copying the ID from the URL in the browser.
For example: if the URL is
https://ironcladapp.com/workflows/launch/5f4d3c02c5cdd7f904438e04
The template id is 5f4d3c02c5cdd7f904438e04
On the right-hand side of the mapping, select the Xakia template to map to from the drop-down
Press 'Save' to confirm the configuration
Multiple Ironclad templates can mapped to a single Xakia template, allowing you to have a single ‘Ironclad Template’ in Xakia.
Note! Any Ironclad workflows that are NOT mapped to a Xakia template will be ignored by the integration and a matter will NOT be created for them. This allows you to choose which workflows are synced.
Internal Client Portal integration with Ironclad
You can also connect Ironclad to your Xakia Internal Client Portal, making it easier for internal clients to access Ironclad workflows directly.
Note: You must have the Ironclad integration connected first before you can connect your Internal Client Portal.
How to Set It Up:
In Xakia, go to 'Admin' > 'Advanced Features' > 'Internal Client Portal'
Go to the 'Tiles' section and click 'Add New'
Name your tile, provide a description, and select 'Ironclad' as the type
Add the Ironclad URL and click 'Save'
Your internal clients will now see an Ironclad tile in the Internal Client Portal, which will open Ironclad in a new window when clicked.
