Qwezy for Law Firms

Stop rebuilding billing reports from scratch every month.

Qwezy connects to your law firm's billing, matter, invoice, and client data so attorneys and admins can ask questions in plain English and get SQL-backed answers — without exporting to Excel every billing cycle.

Works with practice management software exports, PostgreSQL, CSV, and Google Sheets.

Book a free law firm data call →Try the law firm demo

Qwezy for law firms is a data question-and-answer layer that connects to billing, matter, invoice, time entry, and client data — letting attorneys and administrators ask plain-English questions and get SQL-backed answers without manual spreadsheet rebuilds each billing cycle.

How small law firms currently handle data questions

Most small law firms have their billing and matter data spread across practice management software, Excel exports, and manual tracking sheets. Getting a specific answer — which clients are overdue, how each attorney is tracking against target, what the firm collected versus billed last quarter — requires the same manual process every month.

STEP 1

Export from practice management software

Someone exports billing data from Clio, Smokeball, or MyCase into a CSV or Excel file. This happens at the start of every billing cycle.

STEP 2

Clean, format, and build the report

The file gets pasted into Excel. Columns are formatted, pivot tables are built, charts are made. If the questions change slightly, the whole thing needs rebuilding.

STEP 3

Email the summary to partners

A billing summary is emailed to managing partners, practice group leaders, or whoever asked for the numbers. By the time it arrives, someone has a follow-up question.

STEP 4

Repeat next billing cycle

The same process runs again next month. Nothing from the rebuild is saved. The answers exist only in the email thread or the Excel file that no one can find.

Questions law firms ask Qwezy every billing cycle

These are the questions that currently require an export and a manual rebuild. With Qwezy, you type the question and get the answer — with the result table and SQL — in seconds.

?
Which invoices are over 60 days overdue?
?
Which attorneys are below their billing target this month?
?
What is our total billed versus collected this quarter?
?
Show me all open matters by practice area
?
Which clients have the highest unbilled time this month?
?
Which matters have not had a time entry in 30 days?
?
What is the average collection rate by billing attorney?
?
Show me AR aging by client sorted by balance
?
Which attorneys billed the most hours last month?
?
What is our realization rate this year vs last year?

What changes when your firm uses Qwezy

The export still happens. Your practice management software still tracks matters and billing. What changes is what happens after the data exists.

Before
Build pivot tables manually each billing cycle
After
Ask the question in plain English — Qwezy builds the query automatically
Before
Email a static PDF or Excel attachment
After
Share a live dashboard that updates automatically when data refreshes
Before
Rebuild the same AR aging report from scratch
After
Save the AR aging query once — it runs on schedule and emails partners automatically
Before
No record of how last month's numbers were calculated
After
Every answer includes the SQL — fully auditable and copyable

Qwezy Starter for small law firms

$199/month — includes 1 Admin, 2 Analysts, 1 data source, 15 active tables, daily sync, 500 AI questions/month, 3 dashboards, 5 reports, 3 alerts, and a guided onboarding call.

We connect your first data source at no cost. No credit card required to book a call.

Book a setup call →

Frequently asked questions from law firms

Can Qwezy connect to Clio, Smokeball, or MyCase data?

Qwezy connects to the data sources where your practice management data ultimately lives. For Clio and similar platforms, this typically means connecting to a CSV export, a PostgreSQL database, or a Google Sheets export that your firm already maintains. Direct API connectors for the major practice management platforms are on the product roadmap.

What billing and matter questions can Qwezy answer?

Qwezy can answer any question that can be expressed as a SQL query against your billing, matter, client, time entry, or invoice data. Common law firm questions include AR aging by client, billing versus collections by attorney, open matter lists by practice area, unbilled time by client, realization rates, and overdue invoice summaries.

Do law firm admins need to know SQL to use Qwezy?

No. Law firm admins and attorneys ask questions in plain English — "which invoices are over 60 days overdue?" or "which attorneys are below billing target this month?" Qwezy writes the SQL automatically. SQL visibility is available for those who want to verify the answer, but it is never required to use the product.

Can Qwezy replace the reports already in our practice management software?

Qwezy is designed to complement practice management software, not replace it. Practice management software manages matters, billing, and client records. Qwezy adds a question-and-answer layer on top of that data — so attorneys and admins can ask questions the built-in reports do not support, save recurring answers as standing reports, and get weekly summaries automatically.

How does Qwezy handle law firm data security?

Qwezy connects to your existing data infrastructure. Your data does not leave your control unnecessarily. Admins control which tables are active and which users have access to which data. SQL visibility means every query is auditable. Qwezy does not require you to upload client files or sensitive documents.

Can individual attorneys see their own billing data in Qwezy?

Yes. Qwezy has an Analyst role designed for non-admin users who need to see data without managing the data source configuration. Attorneys can be given Analyst access to ask their own billing, matter, and client questions within the parameters your admin has defined.

Can Qwezy send a weekly billing summary email to partners automatically?

Yes. Any answer Qwezy generates can be saved as a scheduled report that runs on a recurring cadence — daily, weekly, or monthly — and is delivered by email to the recipients you specify. This replaces the manual billing summary that someone currently builds and emails by hand.

How long does it take to connect law firm billing data to Qwezy?

For most small law firms, the initial connection and first set of answers takes one to two hours. Qwezy includes a guided onboarding call and connects your first data source at no cost. The first billing cycle with Qwezy in place is typically when firms see the time savings most clearly.

What does it cost for a small law firm to use Qwezy?

Qwezy Starter is $199 per month and includes 1 Admin, 2 Analysts, 1 data source, 15 active tables, daily sync, 500 AI questions per month, 3 dashboards, 5 reports, and 3 alerts. This covers the core billing and matter reporting needs of most small firms. A guided onboarding call is included.

Is Qwezy useful if we are a 2–5 attorney firm with no dedicated administrator?

Yes. Qwezy is designed for small teams where one person handles data alongside everything else. At a 2–5 attorney firm, that person is often a managing attorney or an office manager who is also doing billing, scheduling, and client communication. Qwezy is built to reduce that person's reporting load, not add to it.

Show us one billing report your firm rebuilds every month.

We connect your law firm data, ask the same question your team currently answers manually, and show you what it looks like when Qwezy answers it instead. Free. 15 minutes.

Book a free law firm data teardown →

We connect your first data source for free · No credit card required

Related

What is an AI SQL assistant?SQL-backed AI answers explainedQwezy for Airtable reportingQwezy for Excel reporting