xbert-client-fee-review

{
  "name": "xbert-client-fee-review",
  "displayName": "XBert Client Fee Review",
  "description": "Evidence-based annual fee review across the whole client book, with per-client drill-down.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-client-fee-review",
  "license": "MIT",
  "keywords": [
    "pricing",
    "fee-review",
    "annual",
    "advisory",
    "cost-to-serve"
  ],
  "x-xbert": {
    "displayName": "XBert Client Fee Review",
    "tagline": "Evidence-based annual fee review across the whole client book, with per-client drill-down.",
    "audience": [
      "principals",
      "practice-managers"
    ],
    "categories": [
      "pricing",
      "fee-review",
      "annual",
      "advisory"
    ],
    "prerequisites": [
      "XBert account",
      "XPM connected (for timesheet and client data) — or equivalent practice management source",
      "At least 12 months of completed work and time records for the cohort being reviewed"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Annual fee review is the single most-deferred conversation in a practice. It is deferred because the evidence to support it lives in five systems and assembling it for every client by hand takes a week. That assembly job is what this plugin does (cowork brief #6 — the 'hell yes, would use immediately' response from the practice-owner workshops).\n\nClient Fee Review pulls per-client time logged, transaction-volume signals from the ledger (bank transactions, AP and AR documents, payroll runs, expense claims, manual journals) and the current fee position, then produces three first-class outputs: clients where the evidence supports an increase, clients where the current fee is appropriate, and clients where a decrease is the right call. Confirmed-healthy evidence is as valuable as the change list — it lets you walk into the partner meeting knowing where the book stands.\n\nv1 produces the evidence pack. Cost-base modelling and the price-setting calculus are an integration hand-off to a dedicated pricing tool (Cass Scott Strategic Pricing is a common pairing).",
    "useCases": [
      {
        "title": "Annual fee-review prep",
        "description": "First step of the annual review: produce the per-client evidence pack and let the partners spend their time deciding, not assembling spreadsheets."
      },
      {
        "title": "Pre-renewal pricing conversation",
        "description": "Before a client engagement letter renews, walk in with the cost-to-serve evidence — time, volumes, and trend — instead of a feel-based number."
      },
      {
        "title": "Cohort price-check",
        "description": "Filter to a service-type cohort (e.g. bookkeeping-only clients) and see the dispersion of fee vs cost-to-serve to find outliers."
      },
      {
        "title": "Pricing-tool integration",
        "description": "Export the evidence pack as the input for Cass Scott Strategic Pricing (or your tool of choice) so the price-setting step starts from real data."
      }
    ],
    "benefits": [
      {
        "icon": "TrendingUp",
        "title": "Three first-class outputs",
        "description": "Increase, stable-priced and decrease lists are all produced. Confirmed-healthy is evidence too — not just the change cases."
      },
      {
        "icon": "BarChart3",
        "title": "Per-client transaction evidence",
        "description": "Six ledger volume categories — bank transactions, AP, AR, payroll runs, expense claims, manual journals — paired with logged time to build cost-to-serve."
      },
      {
        "icon": "FileText",
        "title": "Per-client drill-down output",
        "description": "Word document with portfolio summary, three lists, and a one-page evidence sheet per client. Excel export for downstream pricing tools."
      }
    ],
    "workflow": [
      "Type /client-fee-review in Claude Code or Claude Desktop",
      "Confirm scope: Connect tenant, cohort filter, review period (default = last 12 months)",
      "Plugin pulls timesheets, client config and ledger volume summaries via XBert MCP",
      "Per-client evidence is assembled, clients are categorised into increase / stable / decrease / insufficient-data",
      "Build the working-paper payload, render via xbert-working-paper:render-docx, and report the saved path"
    ]
  }
}