Growth Resources
Playbooks to attract, convert, and retain
From intake form templates to proven follow-up scripts, these resources help you capture more qualified leads and turn consults into signed engagements—consistently.
See all resourcesHigh-Conversion Intake Forms for Law Firms
Follow-Up Sequences That Book Consults
Legal Intake Benchmarks & Best Practices
See what top-performing firms do differently—from response times to scheduling and conversion.
Your Law Firm Website Conversion Checklist
Client Growth
Growth playbooks, ready to ship
Templates, checklists, and email sequences built for law firms that want more qualified consults and fewer no-shows—without reinventing the wheel.
Get the Growth Toolkit Talk to a growth advisor Client Growth
Turn more prospects into great clients
Everything you need to attract, qualify, and convert new business—without extra headcount. Launch a high-converting website, capture leads with smart forms, auto-book consultations, collect e-signatures, and track every stage of intake from one simple flow.
Start growing today
From Click to Client
Automate the intake journey
Capture leads from your site, calls, or ads and route them to the right workflow. Auto-send confirmations, reminders, and prep materials so consults show up ready to move forward.
Smart forms collect details once, then auto-populate documents and your CRM. E-sign retainer? Done. Payment link? Included. It’s the shortest path from first contact to signed client.
Build an intake in minutes Smarter Marketing
Know which channels actually work
See the source of every lead—LSAs, search, referrals, or campaigns—and what turns into paid work. Double down on channels with real ROI and cut what doesn’t.
See attribution in action
Payments & Retainers
Remove friction from getting retained
Send a retainer, capture a signature, and collect payment—right after the consult. Branded invoices, saved payment methods, and automated reminders keep cash flowing without awkward follow-ups.
Accelerate collections
See intake + payments working together
Watch how a prospect becomes a paying client in one streamlined flow—no copy-paste, no chasing.
Website + Scheduler
Make it easy to book—and to say “yes”
Launch a professional site with built-in scheduling, SMS reminders, and intake forms that feed straight into your pipeline. Prospects pick a time that works; you show up prepared.
See booking flow
CRM & Analytics
A clear view of your pipeline
Track every lead from first visit to signed retainer. See stage conversion, source ROI, and time-to-hire—then optimize what matters most.
View pipeline demo Why Firms Choose Us
The XLO Growth Advantage
Bring your marketing, intake, and billing together—so prospects move from “interested” to “retained” with less effort and more confidence.
Connect the tools you already use
- Google & Outlook Calendar
- Zoom & Microsoft Teams
- Stripe, PayPal & more
Set up fast, get help when you need it
- Live chat and step-by-step guides
- Best-practice intake templates
- Video walk-throughs
Protect client data at every step
- Encryption in transit & at rest
- Multi-factor authentication
- Granular access controls
Bring your pipeline with you
- Import contacts & matters
- Map stages and statuses
- Keep data clean and consistent
Growth Resources
Tools to win more of the right work
Dial in your intake and marketing with resources built for legal—so you spend less time guessing and more time growing.
Browse resourcesLead Nurture That Actually Converts
Website + Scheduler Quick-Start Pack
Local Search for Law Firms
A practical approach to getting found and booked in your market.
Retainer & E-signature Starter Kit
Conversion Lab
Fewer clicks. More signed clients.
Launch a clean website, embed smart forms, auto-book consults, and accept retainers in one unified flow. No code required.
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