Win more work. Build stronger client relationships. Grow your firm with ease.
Client intake & CRM that feels effortless.
XLO CRM automates intake, keeps prospects engaged, and turns conversations into clients—one seamless flow from first inquiry to signed engagement.
Runs your firm. Not your patience.
Legal software that won’t cross-examine you. Simple, efficient, yet affordable!
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Under 1 hour
From signup to your first intake flow -
No friction
Prospects book, sign & engage without back-and-forth -
Always flexible
Transparent pricing. Cancel anytime.
All-in-one
Forms, e-signatures, scheduling, pipeline—together by design.
Privacy-first
Encrypted interactions. Secure storage. Clear controls.
From inquiry to intake
Convert prospects without the chaos
No more sticky notes, scattered emails, or forgotten follow-ups. XLO CRM brings every lead into one pipeline, so you always know who’s waiting, what’s next, and where you can win.
- Custom online intake forms with auto-sync to matters
- Smart scheduling links & automated confirmations
- E-signature and document requests built into the flow
Smarter follow-up
Engage every lead, automatically
Nurture prospects with personalized emails, text updates, and reminders—triggered by pipeline stage. No lead slips away, and no opportunity is left cold.
- AI-drafted follow-ups tailored to each stage
- Drag-and-drop pipeline with clear next steps
- Instantly convert qualified leads to matters
One platform, every practice
Built for lawyers everywhere
Whether you’re fielding inquiries in New York, signing retainers in London, or tracking consults in Sydney—XLO unites it all. One global-ready system for modern firms.
Unified
Marketing, intake, CRM, and matters work together from day one.
Reliable
Cloud-native, always available—your pipeline never sleeps.
Compliant
Privacy-first architecture with role-based access and audit trails.
Adaptable
Custom stages, fields, and automations for any practice area.
Turn interest into engagement
Everything prospects need to say “yes”—fast
From first contact to signed retainer, XLO removes friction. Fewer no-shows. Faster decisions. A smoother start to every relationship.
See the flowSee XLO Intake & CRM in action
Watch how forms, scheduling, e-sign, and automation work together.
“Book me” without back-and-forth
Share a smart link. Prospects choose a time that fits your calendar—automatic confirmations and reminders included.
WatchZero-drama document collection
Request files and signatures in one secure flow. No chasing. No confusion. No printing.
WatchPipeline clarity, finally
See every lead by stage. Drag to progress. Trigger automations that keep momentum.
ReadIntake → Matter in one click
When a lead is ready, convert to a matter with all details intact—no re-typing.
ReadKeep every prospect engaged—without more work
Stage-aware automation
Send the right message at the right moment.
Email, SMS, and tasks trigger automatically based on where a prospect is in your pipeline.
Smart summaries
Every conversation, captured.
Call and meeting notes are summarized and attached to the lead—no more “what did we promise?”
Message once, update everywhere
Portal, email, and text—covered.
Post an update once and XLO delivers it on all the right channels.
Weekly lead digest
Know where to focus.
Your inbox gets a clean summary of hot leads, stalled ones, and suggested next steps.
Confidence score
Prioritize by likelihood to convert.
Engagement signals roll up into a single score so your team acts where it matters.
Data that works for your firm
Grow your practice with insights, not guesswork
Most tools stop at contact storage. XLO turns your intake and CRM activity into decisions—what channels perform, where time is lost, and how to grow smarter.
Revenue by Source
- See which channels bring in retained clients
- Compare campaign ROI at a glance
- Double down on what works
Predictive Forecasting
- Projected consultations & retainers by week
- Spot seasonal trends early
- Staff and budget with foresight
Pipeline Efficiency
- Identify bottlenecks by stage
- Automate stalled follow-ups
- Shorten time-to-retainer
Client Retention Intelligence
- Engagement scoring for active matters
- Referrals & lifetime value tracking
- Know where to invest attention
