Xedul
TasksKanban, list and priorities: the practice's work in orderDigital casesLiving containers linking email, documents and deadlinesDeadlinesOne calendar, synced both ways with Google and Outlook
CommentsThe discussion stays on the task, not in internal emailIntelligenceSemantic search, automatic tagging and OCR on documentsGmail & OutlookFrom the inbox to the case, nothing copied
PricingDocumentation
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Getting started

  • Introduction to Xedul
  • Getting started
  • Concepts and data model

Working in Xedul

  • Clients and contacts
  • Cases
  • Tasks
  • Calendar and deadlines
  • Documents
  • Users and permissions

Email integrations

  • Gmail integration
  • Outlook integration

Technical

  • Architecture
  • Security and data isolation
  • API and endpoints

Xedul

Documentation

Everything about Xedul: getting started, product areas, email integrations and technical notes.

Start here

Getting started

Introduction to Xedul

What it is, who it's for, what it solves

3 min read

Getting started

From configuring the practice to your first case

3 min read

Concepts and data model

Xedul's entities and how they connect

3 min read

Working in Xedul

Clients and contacts

Records, referents and relationship tracking

2 min read

Cases

The work container, from state to history

3 min read

Tasks

Lists, Kanban, priorities, reminders and recurrence

3 min read

Calendar and deadlines

Month, week and day views, filters and workload

2 min read

Documents

Filing in context, attachments and search

2 min read

Users and permissions

Internal roles, external users and scopes of visibility

2 min read

Email integrations

Gmail integration

Chrome extension and Google Workspace add-on

5 min read

Outlook integration

Add-in, task pane and per-environment manifests

4 min read

Technical

Architecture

Stack, domains, layers and code organisation

4 min read

Security and data isolation

Multi-tenancy, roles, sessions and traceability

2 min read

API and endpoints

Server surface, exposed domains and integrations

3 min read