Win More Proposals. Deliver Faster Results.
Xodrix helps legal, finance, marketing, and HR consultants automate client intake, streamline workflows, and deliver premium service at scale.
CLIENT SUCCESS, ON AUTOPILOT.
Winning a client is just the beginning. Retaining them takes great communication, reliable systems, and effortless experiences.
Xodrix helps you manage everything from proposal generation to client onboarding to branded portals and eSignatures all in one place.
Your expertise is already valuable. We make it run on autopilot.
What's Included in Your Toolkit
Automated Client Intake & Qualification
Smart forms that pre-qualify leads and collect key information before the first call
Proposal & Quote Builder
Generate professional proposals with pricing, terms, and eSignature in minutes
Client CRM & Pipeline
Track opportunities, retainers, and renewals with complete visibility
Branded Client Portal
Secure document sharing, project updates, and communication hub for every client
eSignature & Contract Management
Send engagement letters, NDAs, and agreements for instant digital signing
Email & SMS Workflow Automation
Nurture leads, onboard clients, and follow up on deliverables automatically
Invoice & Payment Processing
Stripe and PayPal integration for retainers, project billing, and subscriptions
Calendar & Booking System
Let clients book consultations, reviews, or strategy sessions on your availability
Task & Project Management
Assign work, set deadlines, and track deliverables internally or with clients
Document Templates & Storage
Store contracts, reports, and resources in a secure, searchable library
Reputation & Review Management
Automatically request testimonials and reviews after project completion
Who It's For?
Legal Professionals
Streamline client intake, case management, document signing, and billing for solicitors and law firms.
Financial Advisors & Accountants
Automate onboarding, document collection, review scheduling, and compliance tracking.
Marketing & Strategy Consultants
Manage campaigns, client approvals, reporting, and retainer relationships in one system.
HR & Recruitment Consultants
Track candidates, clients, placements, and follow-ups with pipeline clarity.
Why Xodrix for Professional Services?
Automated proposals, instant quotes, and eSignatures reduce turnaround time from days to hours.
Branded portals, proactive updates, and seamless communication make you stand out.
Handle more clients without the admin burden automation handles the repetitive work.
Automated reminders for contract renewals, check-ins, and upsell opportunities.
What Our Clients Says?
We closed 40% more retainers this quarter.
Xodrix transformed how we onboard clients. Proposals go out in minutes, contracts get signed the same day, and our clients love the portal. We've gone from chasing admin to focusing on strategy and it shows in our revenue.
— David K, Managing Partner, Apex Advisory
Clients choose consultants who respond fast, deliver seamlessly, and make their lives easier. Xodrix makes that effortless.
We believe growth shouldn’t feel overwhelming. That’s why we built Xodrix to help service-based businesses simplify, scale, and succeed with confidence.
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