XCM for Small Firms & Sole Practitioners

XCM fully understands that smaller firms and sole practitioners may not need a full-blown workflow management solution, but can still benefit from many of the advanced features that XCM provides. After all, no matter what size your firm, everyone can benefit from a single, web-based workflow tool that lets you work smarter, not harder. With XCM, you’ll gain greater control over your work and critical processes with the enhanced ability to collaborative in real-time, anywhere you have internet access. To that end, and to meet the unique needs of small firms and sole practitioners, XCM offers two streamlined versions of our flagship XCM.

Choose XCMessential (for firms with 1-5 users) or choose XCMessentialPlus (for firms with 5-10 users). Of course, both versions feature XCM's award-winning workflow functionality, including:

• My View dynamic "to do" list that empowers you to effectively manage your workload in real time
• Automated workflow management to ensure standardized best practices are followed, and status details and audit history are captured
• Digital routing sheet that integrates with Windows® Explorer to give you real-time access to important client documents as the work moves intelligently through your office or to remote employees, enabling greater efficiency and productivity
• Client service and management reporting capabilities to give you greater control over your practice and more

Learn more:

• View the XCM Product Comparison Chart

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