How in-house legal and compliance teams automate intake and contracts with Xakia and Josef

Most in-house teams have the same problem.

For most in-house legal and compliance teams, requests come in from every direction.

Emails, Teams messages, hallway conversations. Someone needs a contract. Someone else needs a compliance sign-off. Half of it lands in the wrong inbox.

Xakia gives you a central place to manage it all. But getting requests into Xakia, structured and ready to act on, can still be a manual job for most teams.

That’s where Josef comes in.

What the Josef and Xakia integration does

Josef helps legal and compliance teams build self-service tools to handle everything from intake and document generation to answering repetitive FAQs.

When connected to Xakia, each time someone in your business fills out a Josef tool, various actions can be triggered. Examples include:

• A new legal help request or matter is created in Xakia
• Relevant fields are populated with the captured data
• Requests are routed to the right team

How in-house legal teams use Xakia and Josef

Legal intake

It’s the classic use case, and for good reason. Build a guided intake tool on Josef that walks the business through exactly what you need to know, then let it create the matter in Xakia automatically. Legal gets cleaner requests. The business gets faster responses.

Large and complex legal functions do this to handle intake routing across multiple teams, making sure requests land with the right people from the start.

Contract automation

Instead of every NDA, employment agreement, or commercial contract going through Legal from scratch, you build the template in Josef once. HR, Sales, or whoever needs it can then generate a tailored, ready-to-review agreement all by themselves.

Advocare, a physician group in the US, built self-service contract tools for their legal and risk team.

The first focus was employment agreements. Jeremy Freshcorn, Vice President of Risk Management, Quality and Patient Safety, explained the challenge they were solving:

“It’s necessary we get contracts in people’s hands early, which was a challenge using traditional methods.”

Now, hiring teams can generate tailored, state-specific agreements in minutes. As Jeremy puts it: “We’re able to draft employment agreements a lot faster. This gives us an opportunity to compete.”

What your team gets out of it

Less coordination overhead. More time to work on tasks that actually require your expertise.

• The business gets what it needs faster. A self-service tool is available whenever someone needs it, not just when Legal is free to respond.
• Legal gets better data. Structured requests mean no more chasing down missing information before you can even open a matter.
• The whole function gets visibility. Every completed Josef tool can feed into Xakia, giving you oversight over everything all in one place.

As Jeremy at Advocare puts it: “The team is very busy. [Josef] lets them concentrate more on direct communication and spend less time gathering the information that’s necessary to move these processes forward.”