You might already be using AI tools. But right now, those tools are only as good as the data you manually feed them. Exports, copy-pastes, stale spreadsheets. Your AI is guessing, and so are you.

Become an AI-first Practice who knows exactly what is happening across your team, your clients and your jobs - without switching screens or chasing down spreadsheets. If your firm feels the pressure of the AI transition but has not yet found a clear, trusted path to becoming AI-first, this is that path.

What you'll learn

• Why you can trust XBert's data layer

• Understand what MCP (Model Context Protocol) is and why it is the missing link between AI tools and live practice data

• Connect Claude, ChatGPT or any AI assistant to your XBert practice data through a single secure MCP Gateway

• Query team work, job progress and capacity across your entire client portfolio without opening multiple screens

• Review client data health and Custom XBerts through your AI assistant to surface advisory opportunities faster

• Interrogate practice analytics - client activity volumes for pricing, task risks and team capacity

• Activate MCP within your existing XBert subscription and know exactly what steps to take next