XCM Solutions: XCMessential

Increase your firm's productivity by up to 30% with XCM workflow management.

XCMessential™ for Sole Practitioners and Small Firms

XCM Solutions recognizes that smaller firms may not need a full workflow management system, but can still benefit from a Web-enabled workflow tool that gives you greater control over your work and the freedom to work collaboratively from anywhere. That's why we've developed two streamlined versions of our flagship XCM software to meet the specific needs of sole practitioners and small firms.

Both XCMessential (designed for 1-5 users) and XCMessential Plus (designed for 5-10 users) feature XCM's award winning functionality :

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;
And, client service and management reporting capabilities to give you greater control over your practice.

View Product Comparison Chart

Learn more about XCMessential and XCMessential Plus

Buy XCMessential and XCMessential Plus Online

Products: XCMessential™

Increase your firm's productivity by up to 30% with XCM workflow management.