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Automation and Resourcing

  • Updated

Capture data to show your 'automated' resourcing options

When linking Xakia to an automation tool, it's possible to leverage the Resourcing data field to capture information about whether a matter is resourced through automation 'in part' or 'in full'. To do so, there are two steps:

Step 1

A Location Administrator must:

  • Click on 'Admin' in the top navigation menu
  • Click on 'Integrations' in the left hand menu
  • Click on the 'Automation' tab in the main window
  • Select the automation provider and click 'Save'
  • Dependent upon the automation provider, there will be further information to complete in this section

Step 2

The automation provider will use Xakia's API to integrate with your Xakia instance. This will either or both:

  • Push legal requests through to Xakia with Resourcing = 'Automated - in part'
  • Push completed matters through to Xakia with Resourcing = 'Automated - in full'

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.