XLO Insights
Turn firm data into confident decisions
One workspace for the numbers that matter—utilization, realization, collections, matter velocity, and pipeline health—translated into plain-language next steps.
Explore live examples See a demo
Unlock
your firm’s financial clarity
Forecast revenue • Spot risks early • Drive smarter growth
Clarity Over Chaos
Know exactly where your practice stands
Hours, invoices, tasks, and documents live in one system—your reports should too. Insights gives you a single source of truth for utilization, realization, collections, and matter progress.
Drill into trends by practice area, attorney, or matter; spot bottlenecks before they become backlogs; and share focused snapshots with stakeholders in a click.
Open the Firm Dashboard
AI That Surfaces What Matters
Answers, not spreadsheets
With XLO Duo, ask natural questions—“Which matters are at risk this week?” “Who’s over capacity?”—and get plain-English answers with linked data. Save views, schedule deliveries, and keep teams aligned without manual exports.
Try Insights with Duo
Privacy-First Analytics
Your data, your rules
Role-based access, field-level controls, and export logging keep sensitive information where it belongs—inside your firm.
Review controls See data map
What teams can do with Insight-ready data
Smarter. Faster. Always one step ahead.
Automated
Numbers that work for you
From auto-generated invoices to AI-driven collection reminders, let automation handle the heavy lifting while you focus on strategy and growth.
Take a look
Adaptable
Insights that fit your firm
Segment by client, practice area, or attorney. Create dashboards and reports that reflect exactly how your business measures success.
Take a look
Insightful
Decisions powered by data
Stop guessing—see trends, spot risks, and predict outcomes. Insight-ready data turns every decision into a confident, growth-driving move.
Take a look
