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Xakia Legal Requests for Salesforce

By Xakia Technologies

Connecting Sales-to-Legal for faster deal completion

No Ratings
$950   USD/company/year

Discounts available for nonprofits

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Requires
Sales Cloud

Xakia Legal Requests for Salesforce will ensure your sales team can collaborate with the legal team to request and resolve deal-related legal requests efficiently and effectively, without leaving Salesforce, making deal closing faster.

  • Xakia is the world's most intuitive, cloud-based matter management platform for Legal Teams.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Xakia Legal Requests for Salesforce/ver 1.14 1.14.0
Listed On
01/09/2023
Latest Release
04/12/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/03/2023

Additional Details

Xakia Legal Requests for Salesforce has been carefully designed and built to streamline the workflow between your Sales and Legal Teams to ensure faster deal completion. Your Sales Team operate within the Salesforce environment every day, capturing critical information to inform and progress sales deals. Your Legal Team operate within Xakia, managing legal work and resolution in a streamlined online matter management platform. Xakia Legal Requests for Salesforce allows both teams to remain within their tech tools, providing a streamlined workflow that connects the systems to send critical legal information to kick-start a process, and then facilitates collaboration between the teams to ensure a rapid, effective resolution for faster deal closing. Utilizing the 'Chatter' function in Salesforce and the 'Discussions' function in Xakia, teams can collaborate, share updates and document links to see a legal request through to completion, while capturing all critical information in the Salesforce environment.

Need help?

Xakia Technologies

Melbourne, VIC, Australia

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