Card View and NetDocuments enhancements
In this release:
- 'Card View' which allows you to:
- see all your matters and tasks on a single screen
- drag and drop matters between swim lanes
- filter the matters and tasks by division, category, group and user
- More information can be seen in the knowledge base article here.
- NetDocuments - the integration allows you to link new matters to an existing NetDocuments workspace. See more information here.
- Legal Intake - users of the Xakia Legal Intake tool will notice that visibility of requests is now restricted to the administrators of each request type rather than the whole team, ensuring that matter requests will come in, be triaged and assigned, without disrupting the broader team.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.