LegalTech integrations: team collaboration tools

Streamline workflows, increase visibility and improve collaboration with our Microsoft Teams, Slack and Salesforce integrations.

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legal matter management software integration - Microsoft Teams & Slack

Microsoft Teams & Slack

Microsoft Teams and Slack are team communication and chat platforms that help bring people together so they can get things done.

The Teams and Slack integrations aims to improve team co-ordination and gain greater visibility to all legal matters in the Xakia matter management system.

Designed to keep you informed, the integration sends the following notifications with a link to Xakia to shared channels in Teams/Slack:

  • Matters created
  • New legal intake request received

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“Our General Counsel can focus on being less reactive and more strategic, now that she has the big-picture visibility with Xakia.”

 Kristine Trudel
Executive Assistant and Governance Support

Salesforce

Xakia Legal Requests for Salesforce will streamline workflows and improve collaboration between the Sales and Legal teams.

Sales teams can easily create a legal request in Xakia directly from opportunities in Salesforce. There’s no duplicate data entry, and key information and updates are automatically displayed in Salesforce.

Key features:

  • The Sales team will be able to raise a legal request in Salesforce
  • Ability to add links to documents in Salesforce
  • Communicate through Salesforce Chatter and Xakia Discussion
  • Legal Team can view and triage requests in Xakia

Note: The Xakia-Salesforce integration is available on the Advance and Professional plans. There is a US$950/company/year fee.

Xakia matter management software integration - salesforce

Increase visibility and collaboration with Xakia's matter management software

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Some of the customers who trust and love Xakia

coca-cola - Xakia legal matter management software customer
woolworths group - customers who love Xakia
wesfarmers - customers who love Xakia
kcata - customers who love Xakia
aruma - customers who love Xakia
red river college polytech - customers who love Xakia
serco - customers who love Xakia
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best friends - Xakia legal matter management software customer
accolade wines - Xakia legal matter management software customer
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aurecon - Xakia matter management software customer
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