Solo today. Structured firm tomorrow.
Solo today. Structured firm tomorrow.
You have the expertise of a big firm, but not the infrastructure. Xpert6 gives you the tools to structure your practice without hiring IT staff.
You want to grow. But everything depends on you.
Going from solo to firm requires infrastructure that most consultants don't have the budget or time to build.
No IT team
You're an expert in your field, not in technology. Building a client portal, configuring billing, managing access: all of this requires skills you don't have.
Unprofessional image
Files sent by email, Word invoices, tracking in a spreadsheet. Your clients compare their experience to big firms and the difference is visible.
Impossible to delegate
You're the consultant, the salesperson, the accountant and the technician. To grow, you'd need to hire. But hiring is expensive and time-consuming.
Stay solo or become a firm?
Without infrastructure
With Xpert6
Everything a firm has. Without the IT team.
Xpert6 bundles the essential tools to operate like a structured firm, without technical complexity.
Professional client portal
Give your clients secure access to their deliverables, reports and communications. Your brand, not a generic tool's. Unlimited client accounts and portal access, on every plan.
Mandate management
Timelines, deliverables, milestones and progress tracking in one place. No more scattered spreadsheets and emails.
Team management
Add freelancers, subcontractors or partners. Assign mandates, manage access and track workload.
Automated billing
Recurring subscriptions or per-mandate billing via Stripe. GST/QST included. Zero follow-up, zero delays.
Professional branding
Your logo, your colors, your domain. Your clients see your firm, not a SaaS tool. Complete white label.
Structured workflows
Mandate templates, repeatable workflows and built-in digital intelligence. Deliver consistently, even at volume.
Three steps. Your firm takes shape.
Set up your infrastructure
Configure your client portal, mandate templates and billing. Everything is ready in a single session.
Add your team and clients
Invite your collaborators and migrate your existing clients. Everyone gets access in a few clicks.
Scale without IT headaches
Take on more mandates, add collaborators, grow your client base. The infrastructure scales with you.
Ready to become a structured firm?
12-day free trial. 2 licences included. No credit card required. Full onboarding included. Set up your firm infrastructure in 30 minutes.
No commitment. 90-day Triple Impact Guarantee.
