WEBINAR REPLAY 

Every day your team can lose 20 to 40 minutes hunting for client context that should already be in front of them. That isn't a people problem. It's a systems problem. Critical knowledge sits in one person's head, scattered across emails and spreadsheets, and invisible inside the workflows where your team actually works. When that person goes on leave, the whole team is flying blind.

In this session, Felix McDonald and Cassandra Scott walk through a practical three-layer system in XBert using Note Topics, Note Link Tags and Client Notes, so the right client information surfaces at the right step of every task. No more tab-switching. No more chasing the account manager.

Because XBert's workflow sits on live ledger data and the same platform running 150+ data quality checks, adding structured client knowledge means your team completes every task with full context, every time.

What You'll Learn

Understand why client information lives outside workflows and what it costs your practice every single day.

Set up Note Topics, Note Link Tags and Client Notes using a consistent three-layer system inside XBert.

Use template-level and subtask placement to surface the right client context at the right moment in any workflow.

Create client notes straight from email using the #note convention, and know where to start in your own practice.