The Xakia Gmail add-on lets you search, create and manage your legal matters straight from your Gmail inbox.
Xakia's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements.
What Can You Do with the Xakia Gmail Add-On?
Create Matters in Minutes
The add-on intuitively picks up key details such as the Matter Manager, Internal Contact, and Matter Description
Search Existing Matters
Quickly find matters and view their details without leaving your inbox
Manage Your Matters Effortlessly
Mark matters as favorites
Update statuses or add status notes
Add tasks, key dates, or discussion items
Link internal clients as matter followers
Open matters directly in Xakia
Installing your Gmail add-on is quick and easy!
How to Install the Gmail Add-On (Web Browser)
Get started with these simple steps:
Step 1: Log into Gmail
Use a desktop browser to sign in to your Gmail account.
Step 2: Open the Add-Ons Menu
On the main page of your Gmail account, you'll see a sidebar on the right side with icons running down it — these are all your add-ons. Any new add-ons you install will display here
Click the '+' button at the bottom of the sidebar to open the add-ons marketplace.
Note: Can't see the side panel? Click the small gray tab with a '<' symbol at the bottom right to bring out the add-ons menu.
Step 3: Find and Install Xakia
A pop-up window will appear in the middle of your screen. Search for and select 'Xakia'
Click on the result and hit Install
Grant any necessary permissions by clicking Allow/Accept when prompted
Step 4: Refresh Your Inbox
Once installed, refresh Gmail. The Xakia add-on icon will appear in your sidebar.
Voilà! You can now file all your emails into your Xakia matters!
Supported File Types for Filing Emails
Only the following file types can be attached and managed within Xakia:
Documents:
.doc,.docx,.pdf,.txtSpreadsheets:
.xls,.xlsxPresentations:
.ppt,.pptxImages:
.png,.jpgEmails:
.email