Legal Practice Data Access
Your billing, trust accounting, matter history and time records live in practice management software on the office server — the system partners can only see from their desk. A small agent gives fee-earners, finance and compliance a live, read-only dashboard without touching production.
Tabs3, PCLaw, TimeSlips, Practice Master — billing & trust accounting records
The Law Firms Trapped-Data Problem
Trust accounting visibility
Regulators and auditors demand trust ledgers on request — producing them means whoever knows the system runs the export.
Fee-earner blindness
Partners can't check WIP, aged debt or matter profitability without asking the accounts clerk for a report.
Compliance audits
SRA/Law Society inspections ask for records by deadline — when the data lives on one server, the scramble is real.
Merger & lateral due diligence
Practice acquisitions need years of billing and matter history — but the system has no clean export path.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Trust accounting & SRA posture
The replica is read-only by design — nobody can modify trust data through the dashboard. Per-user scoping, complete audit logs and encrypted storage align with SRA record-keeping expectations and Law Society inspection requests.
Common Law Firms Scenarios
Partners checking firm health
WIP, aged debt, realization and matter profitability from a phone — no report request, no RDP, no waiting on the accounts team.
Regulator or audit season
Trust ledgers, transaction histories and reconciliation records pulled to a browser in minutes — instead of a week of exports and hope.
Mergers & lateral moves
Billing history and matter records already extracted and queryable — due diligence stops depending on whether the old system still boots.
Law Firms Data Access Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Single Firm
£129/mo
1–2 week setup
- ✓1 practice management system
- ✓Live replica + web dashboard
- ✓WIP & aged debt reports
- ✓Trust ledger read access
- ✓10 named users
- ✓Email support
Mid-Size Firm
£299/mo
2–3 week setup
- ✓Up to 5 offices
- ✓Cross-office consolidated view
- ✓Fee-earner dashboards
- ✓Auditor access with full audit trail
- ✓50 named users
- ✓Priority support
Multi-Office / Enterprise
Custom
Scoped project
- ✓Unlimited offices
- ✓Custom PMS adapters
- ✓Write-back workflows
- ✓SSO + compliance feed
- ✓Dedicated engineer
- ✓On-prem or VPC deployment
Billed monthly or annually (2 months free). The replica is yours — cancel anytime and take the export. Compliance terms scoped per agreement.
Law Firms Data Access FAQ
Which legal systems does it cover?+
Tabs3, Practice Master, PCLaw, TimeSlips, Juris and other server-based practice management systems. The agent adapts per system — schema-mapping, not a rebuild.
Can anyone change records through the dashboard?+
No — the replica is read-only by design. Trust and billing data can be viewed but never modified, and every access is logged. That's the point for compliance.
Does the PMS keep working the same way?+
Yes — the agent reads alongside it. Fee-earners, clerks and finance keep using the system they know; the dashboard is an addition, not a replacement.
What happens during a merger or system switch?+
The replica is a portable, queryable archive — due diligence happens from the copy, not the production server, and your history travels with you.
Your Law Firms Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.