Xodox

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Simplify Case Management with Xodox CRM

The Legal Industry requires meticulous case tracking, client management, and document handling. Xodox CRM, a powerful CRM for legal services, offers a centralized platform designed to streamline workflows, manage communication, and ensure compliance.

With advanced legal CRM software, law firms can efficiently organize client data, automate routine processes, and enhance collaboration among teams. These legal CRM solutions help attorneys save time, reduce errors, and focus more on client representation rather than administrative work.

As a complete legal software suite, Xodox CRM empowers firms to manage cases, track deadlines, and securely store confidential documents — delivering the efficiency and precision today’s legal professionals need to succeed.

Key Challenges in Legal Services

Case Management
  • Managing multiple cases, deadlines, and sensitive documents can be overwhelming.
  • A reliable CRM for legal services helps law firms keep track of every case detail, organize files, and maintain complete visibility over ongoing matters using secure legal software.
Client Communication
  • Maintaining consistent updates and timely engagement with clients is crucial.
  • With legal CRM solutions, firms can automate communication, send reminders, and ensure every client stays informed — improving satisfaction and trust.
Billing and Invoicing
  • Tracking billable hours and generating invoices manually can lead to inefficiencies and errors.
  • Legal CRM software streamlines the billing process, automates time tracking, and ensures accurate, transparent invoicing for every client.
Regulatory Compliance
  • Adhering to legal and industry standards is non-negotiable.
  • Using legal CRM solutions, firms can manage documentation, track compliance deadlines, and ensure all client data remains confidential and secure under legal requirements.

How Xodox CRM Solves These Challenges

Case Tracking and Management
  • Store all case details, deadlines, and related documents securely in the Contact Management Module of legal CRM software.
  • With CRM for legal services, law firms can use task management tools to assign and track case-related activities, ensuring no detail or deadline is missed.
Client Communication
  • Automate updates, reminders, and notifications for meetings, court dates, and document submissions using advanced legal CRM solutions.
  • The Email Campaigns Module in Xodox legal software enables personalized communication, helping firms maintain transparency and consistent client engagement.
Billing and Invoicing
  • Simplify time tracking and automate invoice generation with the Accounting Module in legal CRM software.
  • Use custom fields within CRM for legal services to record billable hours, case-specific expenses, and detailed financial reports — improving accuracy and efficiency.
Reporting and Compliance
  • Generate in-depth reports on case outcomes, client satisfaction, and team performance through legal CRM solutions.
  • Xodox legal software also helps maintain compliance with audit trails, secure document storage, and data protection protocols — giving law firms peace of mind.

Key Features for Legal Services

Enhanced Client Trust

Maintain transparency and build long-term client relationships with CRM for legal services. Xodox legal CRM software ensures timely updates, accurate billing, and clear communication—helping law firms foster trust and professionalism with every client.

Time Tracking

Automate repetitive administrative tasks to save time and reduce manual errors using legal CRM solutions. With Xodox legal software, teams can manage case activities, schedule reminders, and streamline document handling for improved productivity.

Task and Workflow Automation

Keep accurate records and ensure complete regulatory adherence through legal CRM software. The CRM for legal services platform helps law firms maintain audit trails, store confidential data securely, and meet industry compliance standards.

Advanced Reporting

Whether you’re a solo practitioner or a large law firm, Xodox offers legal CRM solutions that scale with your practice. This powerful legal software adapts to evolving business needs—supporting efficient client management and seamless collaboration at every level.

Benefits of Using Xodox CRM for Legal Services

Enhanced Client Trust

Maintain transparency with timely updates and accurate billing.

Streamlined Workflows

Automate repetitive tasks to save time and reduce errors.

Improved Compliance:

Keep accurate records and ensure regulatory adherence.

Scalable Solution

Suitable for individual practitioners and large law firms.

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

Need help with our plans?

Frequently Asked Questions

Xodox helps law firms manage clients, cases, billing, and document storage efficiently.

Can Xodox track case progress?

Yes. Each case can be tracked with milestones, deadlines, and notes.

Does Xodox support document management?

Yes. Upload, store, and share legal documents securely within the platform.

Can Xodox automate client billing?

Yes. It automates invoicing and payment reminders for legal services.

Is client data secure in Xodox?

Absolutely. Xodox ensures confidentiality through encrypted storage and role-based access.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

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