Strategy Guides — the playbooks modern firms use to win
Sharpen your edge with field-tested plans for intake, drafting, pricing, client experience, and growth. Each guide breaks down what to do, who does it, and how to measure it—so you can execute with confidence.
One library. Many wins.
Plug-and-play plans for growth, delivery, and client loyalty.
Clarity beats complexity.
Each strategy guide gives you the why, the what, and the how—complete with timelines, owners, SOPs, and measurable KPIs. Run the whole plan or drop in a single checklist where it fits.
Built to dovetail with XLO: copy templates, launch checklists, and track outcomes in one place. Less guesswork, more progress.
Rollout Playbooks
From plan to proof—fast
Ship improvements without derailing the day job. Use our phased rollouts, approval gates, and risk checks to move quickly while staying compliant and client-ready.
Every guide includes a week-by-week plan, stakeholder map, sample comms, and success metrics—so your team knows what “done” looks like before you start.
Open a rollout blueprint
Operate in Context
Guides shaped by real firm workflows
Built around permissions, ethical walls, local rules, and client sensitivities. We translate best practices into checklists that actually work in a live matter environment.
View sample SOPs & policies
What you’ll get
Clear steps. Clean templates. Credible metrics.
Automated
Turn guides into repeatable workflows
Use the checklists as triggers for tasking, calendaring, and filings. Save time while keeping every step auditable—then reuse the playbook for the next matter.
See automation recipes
Adaptable
Make it yours in minutes
Swap in your clauses, tone, and jurisdictions. Control risk thresholds and approvals. The structure stays solid; the details match your practice.
Customize a template
Insightful
Measure what matters
Each guide includes leading and lagging indicators, plus a lightweight dashboard. Track adoption, speed, quality, and client satisfaction at a glance.
Download KPI starter kit Execution Stories
See the playbooks in action
Peek behind the curtain of real implementations—how teams coordinated people, process, and tools to unlock faster drafting, cleaner records, and happier clients.
Open an execution story
Governance & Controls
Move fast, stay safe
Our guides pair speed with safeguards: role-aware access, ethical walls, audit logs, and review modes. Build trust internally and deliver consistency to clients—powered by XLO.
Download the governance checklist
