LegalTech SaaS CRM
Context & Challenge Xixo needed an all-in-one administrative dashboard engineered specifically for legal practices like Jones & Castles Law Firm. The main interface challenge was replacing fragmented tracking methods with a centralized platform capable of measuring marketing ROI and guiding leads seamlessly through the firm's workflow.
My Solution & Key Features I engineered a clean, high-efficiency CRM interface focused on data clarity and daily usability:
Multi-Channel Lead Tracking: Intuitive table system detailing incoming contacts by channel (Call, Form, SMS, Chat) and strategic origin (Website, Direct Mail, Referral, Campaign).
All-in-One Practice Navigation: Streamlined layout integrating core tools—Appointments, Task Lists, Workflows, Client Profiles, and Settings—into a cohesive sidebar architecture.
Referral & Acquisition Mechanics: Clean authentication and referral layouts designed to drive organic platform adoption.
Designed for Sting Marketing







