Settings

Integrations & data sources

7 of 8 sources connected · synced continuously

Clio

Live

Practice management

Matters, time entries, billing, contacts.

Matters

Time entries

Invoices

Trust accounts

Synced 4 min ago

Point One

Live

Time capture

Passive time capture from email, calendar, docs.

Captured time entries

Activity logs

Synced 1 min ago

QuickBooks Online

Live

Accounting

Revenue, expenses, AR aging, GL accounts.

Revenue

AR aging

Expenses

Trial balance

Synced 12 min ago

LawPay

Live

Payments

Client payments and retainer balances.

Payments

Retainer balances

Trust deposits

Synced 2 hr ago

CallRail

Live

Marketing

Intake call tracking + source attribution. Per-firm enabled.

Inbound calls

Marketing source

Lead scoring

Synced 6 min ago

Filevine

Off

Practice management

PI / mass tort case management. Available for PI firms.

Cases

Settlements

Documents

Not connected

Gmail / Outlook

Live

Productivity

Client email context. Read-only, never used to train any model.

Client emails

Calendar events

Synced 15 min ago

Slack

Live

Communications

Outbound: send alerts to firm admin channels.

(outbound only)

Synced 1 hr ago

How data flows

Sources sync into your private database, the AI layer reads from it, dashboard renders it.

Sources

Clio · Point One · QuickBooks · LawPay · CallRail · Email

Beyond

Postgres + AI layer (Claude). Tenant isolated. No-training mode on.

Dashboard & alerts

Portfolio view, firm drill-down, AI Q&A, Slack alerts

Your data stays yours

Beyond runs in a database tenant isolated to your firm. We use the Anthropic API with no-training mode enabled — your data is never used to train any model, ever. SOC 2 Type II audit in progress; report available under NDA.

Encrypted at rest (AES-256)TLS 1.3 in transitAudit logs (90-day retention)

Beyond — operations layer for PE-backed law firms · Demo with mock data