XBert Workflows

Makes it easy to get work done

XBert is an intuitive Workflow Management Suite that keeps you and your team focused, efficient and productive

Work Smart

Create your own tasks and workflows to run a streamlined practice

Manage

Have complete visibility across your practice workflow at any given time

Collaborate

Communicate and collaborate with your team and clients

Everything at your fingertips

All of your working relationships are managed from a single dashboard that organises your team, clients, processes and tasks.

XBert Task Management

All your clients, processes and tasks in one dashboard. XBert’s Work Board is built to be your one-stop-shop for daily work.

Workflow Templates

Automate all your recurring processes with customisable workflow templates, complete with scheduling for different client types.

Pre-set processes

Use XBert’s best practice default processes, or easily customise for your practice needs.

Client notes

Store specific client information, link to templates and access it easily while working on their files.

Email integration

Turn emails into tasks that show up on your dashboard, ready to action.

Start managing tasks with a 30 day free trial

XBert Team Management

Have visibility across your entire practice workflow, increase productivity and collaborate easily with your team.

Team Overview

See what needs to be done, by who, at a glance. Easily assign or reassign tasks as required.

Priority board

One click view to show what’s a priority for each team member at any given time.

Communicate

Streamline your communication with email integration and Team Chat.

Start collaborating with my team using a 30 day free trial

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