Contacts that power every matter.
Client & contact management that’s actually effortless. Simple, organized, and built for growth.
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Under 1 hour
From import to a clean, searchable contact database -
No training
A familiar layout your team gets instantly -
Cancel anytime
Straightforward pricing. No lock-in. No hassle.
360° profiles
People, companies, relationships, notes, and files—linked to matters automatically.
Privacy-first
GDPR-ready controls, role-based visibility, and audit trails for every change.
Client & Contact Management Resources
Build a connected, conflict-free contact database
Guides, templates, and walkthroughs to help you migrate contacts, standardize custom fields, run airtight conflict checks, and sync with Outlook/Gmail—without the chaos.
Start now - It's free Meet an advisor
Contact Management that Remembers Everything
Turn scattered address books into a single source of truth. XLO links every person and company to matters, emails, documents, meetings, and invoices—searchable, conflict-aware, and synced in real time.
“This is how client relationships should work—automatic enrichment, duplicate cleanup, consent tracking, and a full timeline of calls, notes, files, and bills in one place.”
Founding Cohort Preview
Join our seed-stage early access & help shape the roadmap.
All your clients, companies & relationships
Contact Management done right
Keep a single source of truth for everyone your firm touches—clients, companies, witnesses, experts, co-counsel, and vendors—with rich profiles that link to matters, invoices, and documents.
- Tags & custom fields for any practice area
- Email and call notes saved to the contact timeline
- Instant search with filters, views, and bulk actions
Relationship Intelligence
Know who’s who—at a glance
Map people to companies, matters, and roles. See connections between clients, opposing counsel, and referral sources, with AI-generated summaries after every call or meeting.
- Automatic conflict checks across your entire database
- Caller ID with instant profile and recent activity
- Smart deduplication and merge for clean records
One Address Book for the Whole Firm
Built for firms everywhere
Standardize contact data across offices and jurisdictions. Enforce naming rules, permissions, and field sets—while syncing safely with Outlook, Google, and mobile devices.
60+
Hours saved per lawyer each month with clean data and faster lookups.
99.999%
Uptime for always-available client details, notes, and files.
90%
Of interactions logged automatically from email and calendar.
135+
Countries supported with GDPR-friendly controls and audit trails.
From chaos to clarity
Turn scattered contacts into organized relationships
Firms lose hours to out-of-date records, duplicate entries, and missing context. With XLO, every conversation, file, and relationship is in one place—so your team moves faster and clients feel the difference.
See XLO in actionManage your firm’s relationships in XLO
Watch how teams clean up data, run conflict checks, and keep clients connected.
Conflict check in seconds
Search people, companies, aliases, and relationships across matters to spot conflicts instantly—before intake.
WatchSmart intake to contact in one click
Convert leads to contacts with tags, custom fields, and company links—no retyping, no missing data.
WatchRelationship map
See how clients, co-counsel, and counterparties connect—so outreach and strategy are crystal clear.
WatchDuplicate finder
AI flags likely duplicates and safely merges profiles—attachments and timelines included.
Read MoreBulk outreach, zero mistakes
Create saved lists by tag or field and message via portal, email, or SMS—with audit trails and opt-in tracking.
Read MoreStay personal at scale
With unified contact timelines, secure messaging, and AI summaries, every interaction feels thoughtful—even when your caseload is full.
Client Pulse
See engagement at a glance.
Track responsiveness and sentiment from messages, calls, and portal activity—so you can step in before issues escalate.
Smart Call Summaries
Notes you’ll actually use.
AI creates concise summaries with tasks and deadlines, linked to the contact and matter instantly.
Message Once, Update Everywhere
Portal, email, SMS—covered.
Send one update and XLO delivers it across channels with confirmations and read receipts.
Weekly Contact Digest
Proactive, not reactive.
Automatic digests recap activity and next steps for your clients and your team.
Confidence Score
Measure relationship health.
Know which clients need attention using a live score from activity, satisfaction, and outcomes.
Data that works for your firm
Grow relationships with insight, not guesswork
Turn contact data into strategy. Segment by tags and fields, see which channels convert best, and understand lifetime value—so you can focus on the right clients at the right time.
Filters & saved lists
- Slice by tags, custom fields, or roles
- Build reusable views for intake, VIPs, or referrals
- Export or message lists in one click
From lead to loyal client
- Track conversion by source and practice area
- Spot drop-offs and fix bottlenecks fast
- Auto-tag new contacts with source and status
Team reply metrics
- Measure response times by lawyer or team
- Auto-assign follow-ups when SLAs slip
- Improve client satisfaction with data
Lifetime value & referrals
- See revenue and matters per contact
- Track referral sources and ROI
- Identify your most valuable relationships
