Client Portal
Secure access, wherever clients are
Clients can log in securely with one click—Face ID, fingerprint, or password. From there, they can check updates, upload files, review invoices, and stay on top of their case anytime, anywhere.
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Client Portal
Delight clients with clarity, security, and zero friction.
Automated
Updates your clients for you
AI drafts plain-language progress notes, attaches the right files, and schedules next steps—then sends portal, email, and SMS alerts with read receipts, all filed back to the matter.
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Adaptable
Your portal, your rules
Brand the experience, set permissions by role, enable ethical walls, choose retention, and tailor checklists and forms per matter type—without writing a line of code.
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Insightful
See client confidence in real time
Engagement heatmaps, message SLAs, and satisfaction pulses highlight silent matters and at-risk clients—so you can step in early and keep trust high.
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Client Portal
A central hub your clients will actually use
Give clients one secure place to message you, share files, track progress, and never feel left in the dark again. Accessible from any device, encrypted end-to-end, and designed to simplify—not overwhelm.
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Client Resources
Everything your clients need, in one place
No more endless back-and-forth. The client portal gives them instant access to updates, tasks, and documents—so you can spend less time answering “just checking in” emails.
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Client Experience
Keep clients informed without the noise
Every login shows the latest case status, upcoming events, and outstanding tasks—no digging, no confusion.
The result? Clients feel reassured and informed, while you save hours of repetitive check-ins.
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Secure & Simple
Document sharing made effortless
Clients can scan or upload files directly from their phone. Every document is auto-organized under the right matter, with bank-grade encryption applied instantly.
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The XLO Client Portal Advantage
Everything is centralized—messages, files, bills, and updates—so nothing slips through the cracks. Clients feel taken care of, and your team spends more time practicing law, not chasing admin.
Sync calendars, payments, and more
- Google & Outlook Calendar
- Zoom & Teams meetings
- Stripe & PayPal billing
Guidance every step of the way
- In-app help and tutorials
- Live chat with our team
- Video walk-throughs
Confidential by design
- End-to-end encryption
- Multi-factor authentication
- Regular security audits
No surprises—just clarity
- All messages stored by matter
- Time-stamped updates
- Easy-to-read invoice history
