Updates that reassure clients—and reduce your inbox
“Weekly digests keep clients informed without a single follow-up email. Fewer check-ins, more real work.”
“The ‘update once, deliver everywhere’ flow posts to portal, email, and SMS—no copy-paste.”
“Read receipts and gentle nudges mean tasks get done on time—without us chasing.”
“Auto-summaries after calls are gold. Clients know what happened, what’s next, and what we need from them.”
“Every update is time-stamped in the matter. Clear record, zero confusion.”
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Real-time
Matter status updates without manual busywork -
Auto-summaries
Call and meeting notes posted to the right case -
Multi-channel
Portal, email, and SMS—delivered together, tracked
Gentle reminders
Smart nudges for signatures, tasks, and payments—polite, branded, and timely.
Clear audit trail
Every update is time-stamped with author, channel, and delivery status.
Client Experience • Updates
Keep everyone aligned—without extra emails
Post once, and XLO publishes the update to the client portal, sends an email, and (optionally) an SMS—each with the right level of detail. Read receipts show who’s seen it, and follow-ups go out automatically if something needs attention.
Templates and AI assist help you write concise, court-appropriate updates in your firm’s tone—so clarity and professionalism are built in.
Send your first update
Built for legal logistics
Auto-summaries, weekly digests, and task-aware updates
After calls or hearings, XLO drafts an instant summary with next steps and due dates. Weekly digests recap progress, milestones, and what clients should expect next. If a task, payment, or signature is blocked, the update includes a direct action link.
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Set expectations. Build trust.
Updates your clients can rely on
From quick status notes to court-ready summaries, XLO delivers clear, timely updates—automatically filed to the right matter and visible in the client portal.
Try a sample update Talk to an advisor
Update highlights
See how updates work in real life
Short demos of weekly digests, call auto-summaries, action-link updates, and multi-channel delivery.
Watch quick demos
Client Experience • Updates
Update once. Deliver everywhere.
Post to the matter and let XLO handle the rest—portal, email, and SMS are synchronized with consistent content and branding. Clients stay informed, your team stays focused.
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Professional, secure, and on brand
Choose who sees what with role-based visibility, redact sensitive details, and keep a complete audit trail. Templates ensure every update looks polished and consistent with your firm’s voice.
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