Engagement of External Resources

• Create engagement on a matter
• Invite or resend an invite to an external resource to submit invoices
• How to check the registration status of an external resource
• Delete an external resource from a matter
• Rating external resources
• Xakia Connect

Invoice management

• Managing invoices from external resources
• Receiving draft invoices
• Invoice discussions with external resources
• How to approve an invoice
• How to reject an invoice
• Multi-level invoice approval

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Monitoring external spend

• Monitoring matter cost estimates
• Using the matter budget
• Spend Dashboards
• Engagement & Spend Reports