Product Comparison
You no longer have to manage your workload through disorganized piles of files in your office, handwritten to-do lists, or emails in your inbox. XCM's My View screen serves as a dynamic, real-time to do list that allows each user to view and manage his or her workload from anywhere.
XCM automates the movement of work through the office, displaying new tasks on the user's home page as work is assigned to them. Automatic email alerts inform staff members of new work awaiting their attention in XCM.
XCM enables your firm to gain efficiency and productivity increases by standardizing your workflow process and automating best practices for completing work. XCM manages all of your firm’s workflows and enables you to easily maintain control over hundreds of client tasks at once.
XCM’s digital routing sheet contains all the information related to a specific task, as work moves through the office. Its flexible design enables firms to mirror established practices. And, powerful reporting tools help firms monitor and streamline those practices for greater productivity gains.
Gathering bits of information from email, paper files, software applications and electronic documents wastes time and creates redundancy. XCM stores and organizes all the information related to a particular client task, which is instantly accessible with the click of a button.
XCM provides easy access to questions, issues and review points, assembly details, shipping and routing information, jurisdictional due date and extension information, and any pertinent task-specific knowledge. Integration options provide easy access to relevant documents in your document management system or Windows Explorer filing system through XCM.
XCM gives partners and managers real-time control over all your clients’ work, minimizing the stress and anxiety associated with managing hundreds of clients during busy periods. And, XCM’s tracking capabilities give you instant access to all information associated with the status of that work to respond immediately when a client calls.
Powerful search capabilities allow you to easily pull up a complete view of all your clients’ work or details of a specific client project, including any open questions. XCM also enables you to instantly create a pro-forma email to a client that automatically populates the client email address and open questions.
XCM’s process control and automation make project management easier. It also features a full due date monitoring module, scheduling and budgeting capabilities, as well as complete audit and tracking capabilities.
At any time, a manager can easily see the status of a project, who worked on it and for how long, how it moved through the office, where it will go next, and reassign it with just a click of a button. XCM also serves as a final record of the outcome of the project, including how it was delivered to the client.
Being able to quickly access information to help run your business is crucial to any firm, especially during the busy season. XCM’s easy-to-use search and reporting capabilities provide an instant view into all work in progress firm-wide to empower management to quickly take appropriate action.
XCM’s Workload Reports allow partners and managers to easily view staff workload for making new assignments or moving work to another available resource to better balance an individual’s workload. XCM is also enabled for multi-office use to facilitate easy resource sharing across offices.
As a standalone software solution, XCM works well with various practice management, document management, due date tracking, budgeting, and time and billing applications, while it encompasses aspects of each of these technologies critical to delivering a comprehensive view of all work within the firm and its status within the defined processes.
XCM centralizes important task-related information and work management controls into a single, searchable firm-wide dashboard. This knowledge is necessary for resource management, client management and workload management at the individual, partner and firm administrator levels.
It is the only web-based platform-independent workflow automation solution that works either standalone or can be used in conjunction with the leading document management systems and Windows Explorer, making it singularly capable of effectively managing all types of work performed in a firm.