Client, billing, and matter data in one place. See the business behind the practice.
Connect your practice management, billing, CRM, and document systems. AI consolidates everything without client data leaving your infrastructure.
The challenge
The challenge
Law firms, accounting practices, and consulting companies run on a patchwork: practice management (Clio, PracticePanther, Thomson Reuters), billing (various), CRM (Salesforce, HubSpot, or a spreadsheet), document management (NetDocuments, iManage), and time tracking. Partners make decisions about the business — which clients are profitable, which matters are over budget, which associates are underutilized — based on gut feeling because the data is scattered.
Client confidentiality requirements mean SaaS analytics platforms are a non-starter. Client data cannot flow through third-party infrastructure. Matter-level data is protected by attorney-client privilege (legal) or professional confidentiality obligations (accounting, consulting).
How RelayData solves this
How RelayData solves this
Client data stays in your environment.
Installed on your servers. Matter data, client PII, billing records, and work product field names and types never leave your network. The AI sees field names ('matter_id', 'billed_hours'), never actual client information.
Practice-wide visibility for partners.
Client profitability (revenue minus cost-to-serve), matter budget tracking, associate utilization, receivables aging, new business data flow — all from a single reporting database. The managing partner sees the business, not just their own matters.
No IT department needed.
Most professional services firms don't have IT staff beyond basic office support. RelayData's AI handles the technical complexity. The practice manager or office administrator creates and manages data connections.
Use cases
Use cases
| Use Case | Systems Connected | Business Impact |
|---|---|---|
| Client profitability analysis | Billing + Time tracking + CRM | Revenue minus cost-to-serve per client. Identify which clients are profitable and which are subsidized. |
| Matter budget tracking | Practice management + Billing + Time | Real-time budget vs actual for every active matter. Proactive alerts when matters approach budget limits. |
| Associate utilization | Time tracking + HR + Practice mgmt | Utilization rates by associate, practice group, and office. Identify capacity for new work. |
| Receivables and cash flow | Billing + Accounting + Banking | Aging receivables by client and matter. Cash flow forecasting based on billing data flow. |
| Business development tracking | CRM + Practice mgmt + Conflicts | New business tracking from inquiry to engagement. Conflict check data alongside opportunity data. |
Security & Compliance
Confidentiality
Attorney-client privilege protected
No matter data, client names, or work product field names and types ever leaves your infrastructure.
Partner-level access control
Enterprise tier includes RBAC — restrict which partners see which practice group data.
Audit trail
Full logging of who accessed what data and when. Supports ethical wall compliance.
NIS2 consideration
Professional services firms serving clients in NIS2-regulated sectors may face supply chain security obligations. Installation on your servers ensures your data tooling doesn't add third-party risk to your clients' compliance posture.
How it works
Up and running in under an hour.
Install on your servers
Your IT team runs a simple setup. Four containers start on your infrastructure. Nothing leaves your network.
Connect your systems
Pick your systems from a visual grid. AI organises your data and field relationships automatically.
Query everything in one place
All your data lands in a single queryable database. Connect your reporting tools and reporting apps with one connection string.
See the business behind your practice.
Install on your servers. No credit card required.
Get startedNo credit card required. Runs on your servers.