One household. One conversation.
Start with one real household.
Tell us about one client question and the meeting or deadline ahead. An X1 team member will reply to discuss the scope, any fees, and the information needed.
A general description is enough, without client names or documents. You do not need a client login to start the conversation.
What happens next
Talk through the situation
Choose a time after submitting, or continue by email with the X1 team.
Agree on the work first
Confirm the question, scope, any fees, and how to share authorized material securely.
Review the prepared work
Your firm reviews the work and decides what belongs in the client conversation.
Applying does not commit you to a pilot or a practice-wide rollout. We agree on the work together before it begins.