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.