Task Management Tools & Resources
Plan. Prioritize. Ship work faster.
Short, actionable guides and demos to set up kanban boards, recurring task lists, workload views, and deadline safeguards—so your team delivers on time, every time.
Start now - It's free Meet an advisorShip work faster with XLO Tasks
Visual kanban boards make matters tangible. Spot bottlenecks, move cards between stages, and keep every deadline visible.
Standardized task lists bring consistency to each matter type. Owners, due dates, and dependencies are crystal clear.
Calendar + tasks means fewer misses. View, schedule, and complete tasks right from your calendar with multi-reminders.
Workload view balances the week. Forecast capacity by person or team and reassign before anything overheats.
AI suggests follow-ups from notes and hearings, creates next steps with relative dates, and keeps momentum between stages.
Task Management Tools & Resources
Build a playbook for predictable delivery
Get templates for kanban stages, standardized task lists by matter type, SLA-friendly reminders, and weekly review cadences—ready to copy and use.
Start now - It's free Meet an advisor
Workflow Orchestration
Every matter, a clear next step
Turn procedures into checklists that assign owners, due dates, and reminders automatically. Link tasks to matters, files, and events so handoffs are obvious and nothing idles.
Create my first checklist
Task Management Tools & Resources
Stay ahead of deadlines—without the scramble
Pair tasks with calendar dates, add multi-reminders, and surface overdue work on dashboards—so priorities stay visible across the firm.
Start now - It's free Meet an advisor Workload & Capacity
See who’s overloaded (and who can help)
View upcoming, active, and overdue tasks by person, team, or matter. Balance assignments with drag-and-drop and avoid fire drills with early warning indicators.
Open workload view
AI Assist
Focus on the work that matters
Generate follow-ups from notes and hearings, set relative deadlines, and prioritize what needs attention now. Ask for openings in the schedule and get suggested time blocks instantly.
Try AI suggestions
