One portal. One brand. Your entire team.
One portal. One brand. Your entire team.
You're coordinating 2, 5, 10 consultants — but your tools are still built for a solo. Xpert6 unifies your firm under a single professional portal.
Your team is growing. Your tools aren't.
Every consultant has their own methods, their own files, their own style. Result: your clients see 5 freelancers, not a structured firm.
Fragmented tools
Each consultant uses their own tools, their own templates, their own deliverable style. Impossible to maintain brand consistency across engagements.
Zero visibility on mandates
No way to know where mandates stand without emailing each consultant. No overview, no centralized dashboard.
Inconsistent client experience
Your clients receive deliverables in different formats, through different portals or no portal at all. They see freelancers, not a firm.
Five freelancers or a structured firm?
Without Xpert6
With Xpert6
The infrastructure of a large consultancy. For your micro-firm.
Every feature is designed for the founder who wants to structure their firm without hiring an IT team.
Unified branded portal
A single white-label portal for the entire firm. Your logo, your colours, your domain — your clients see one professional brand.
Role-based access control
Founder, senior consultant, junior consultant — each team member sees exactly what they need. Granular permission controls.
Consolidated mandate view
All mandates from all consultants in a single dashboard. Progress, deadlines, statuses and alerts — without asking anyone.
Standardized deliverables
Shared deliverable templates, automated quality control and source verification. Every deliverable meets firm standards.
Centralized billing
Stripe recurring billing for all your clients. GST/QST calculated automatically. One revenue dashboard for the entire firm.
Automated progress reports
Professional reports generated automatically under your firm's brand. Your clients receive impeccable follow-up with zero manual effort.
Three steps. A structured firm.
Create your firm portal
Set up your white-label portal: logo, colours, custom domain. Your firm's identity is in place in minutes.
Invite your consultants
Add your team members with the right access levels. Each consultant finds their mandates and clients in the platform.
Assign your first mandates
Create your mandates, assign them to your consultants and activate the client portal. Your firm operates like a top consultancy from day one.
Ready to structure your firm?
12-day free trial. No credit card required. Full onboarding included. Your firm portal is ready in under a day.
No commitment. 90-day Triple Impact Guarantee.
