XLO

x l o

Document Management Tools & Resources

Work smarter with airtight file workflows

Practical guides, checklists, and short videos to set up naming conventions, versioning, e-signatures, and secure sharing—so your team ships polished documents on time, every time.

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Documents that power every matter.

Legal document management that’s fast, secure, effortless. Draft, organize, and sign— all in one place.

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Under 1 hour
From first upload to a structured, searchable file system
No training
Feels like your desktop drive—without the chaos
Cancel anytime
Clear pricing. No lock-in. No surprises.

All-in-one

Templates, versions, full-text search, e-sign, & secure sharing—together by design.

Privacy-first

Encryption at rest/in transit, granular permissions, and audit trails from day one.

All your files, versions & signatures in one place

Document Management & E-Signatures

Centralize your briefs, forms, exhibits, and evidence with matter-linked folders and instant access from web or desktop. Collect signatures securely and keep every revision tied to the case.

Full-text & metadata search across PDFs, Word, and more
Reusable templates and letterheads that auto-fill matter data
E-sign with audit trails and automatic file back-fill

Organize my files

Drafting & Reviews

Your paperwork. Orchestrated perfectly.

Automate repetitive drafting, collaborate in real time, and keep feedback structured. Compare versions, track comments, and move documents from first draft to filed—without file sprawl.

Template automation with conditional fields & smart clauses
AI summaries and key-fact extraction for quick reviews
Version history, compare, and comment threads
Role-based permissions & shareable review links
Open from web into native apps (Word, Acrobat) via launcher
Task handoffs as documents progress through stages

Accelerate drafting with AI

Document Management Tools & Resources

Set up bulletproof document operations

Learn naming conventions, folder blueprints, approval flows, and secure sharing patterns to keep teams aligned—without hunting for the “final-final” file again.

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Keep every document moving

From intake forms to final filings, XLO keeps drafts, reviews, and signatures flowing—so your team spends less time searching and more time closing matters.

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Smart Summaries

Grasp the gist in seconds.

AI condenses long documents into crisp briefs with citations—perfect for quick reviews and client updates.

One Link, Right Permissions

Share securely without attachments.

Send a secure link with view/edit or sign-only access and automatic expiry—no email chaos, no wrong versions.

Message Once, Update Everywhere

Portal, email, and timeline synced.

Post an update once; it appears in the client portal, notifies by email, and logs to the matter timeline.

Weekly File Digest

Know what changed, and why.

Automatic digests summarize edits, comments, and upcoming signature blocks—so nothing stalls.

Confidence Score

Spot risky documents early.

Signals flag missing signatures, outdated versions, or access gaps—fix issues before deadlines bite.

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Data that works for your firm

Find, share, and file—without friction

Build a lean, reliable document pipeline from template to signature. Search instantly, route approvals, and file the right version—while keeping access tight and traceable.