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Fragmented Data Costs You Revenue and Time
Most firms can't see where revenue slips away. Siloed data turns simple questions into weeks-long investigations — and by the time you have an answer, the moment to act is gone.
Turn Real-Time Financial Data Into Revenue, Faster
AI moves fast. Manual data can't. Every hour spent assembling data by hand is an hour other firms spend acting on it.
Unified Data at Your Fingertips
Data Connect makes your 3E data actionable in Microsoft Fabric so every agent, Copilot, and automation workflow runs on data you can trust.
One Source of Truth
3E data becomes actionable in Fabric alongside CRM, HR, billing, and operational data, creating one unified dataset across the whole firm without the need to reconcile disconnected systems.
Current Data, Not Last Week's
With governed 3E data live in Fabric, leadership answers questions on profitability, leakage, staffing, and collections as work happens — before issues become write-offs.
Less leakage. More revenue.
Firms with real-time visibility into their financial data don't just report on leakage — they stop it. Data Connect delivers governed, near real-time 3E data directly into Microsoft Fabric. Less assembling.
The Necessary Foundation for AI Modernization
Nearly 50% of firms say lack of integration is the biggest barrier to AI ROI. Data Connect removes that barrier, so every agent, Copilot, and automation workflow runs on data it can trust.
One Source of Truth
Most firms run financial operations across 4 or more systems. Data Connect puts 3E financial data inside Fabric alongside CRM, HR, billing, and operational data — so every team is working from the same numbers
Decisions on Current Data, Not Last Week's
With governed 3E data continuously available in Fabric, leadership can answer questions about profitability, leakage, staffing, and collections as work happens — not days later. When data is current, leakage patterns surface before they become write-offs.
No Pipelines to Build. No Reconciliation to Run.
Data Connect manages infrastructure, security, governance, and updates — delivering near real-time 3E data without custom engineering or ongoing maintenance overhead.
Become AI-ready
AI doesn't fail because of the model. It fails because of the data. Every agent or automated workflow your firm deploys needs clean, unified, governed data to function reliably. Data Connect is that foundation, and it’s already working inside Fabric.
Enable Decisions that Drive Growth
The most important questions your firm needs to answer aren't in any dashboard. When determining where to invest and what drives growth, you need near real-time data to make the judgement call. With Data Connect, those questions finally have answers. That's the difference between reporting on what happened and deciding what to do next. Firms that answer those questions in real time recover revenue that fragmented systems let slip.
Stop Reconciling, Start Analyzing
Finance teams spend too much time on manual data gathering and report prep instead of strategic analysis. Data Connect eliminates that by delivering clean, governed 3E data automatically so your team can focus on what actually moves the firm forward.
Stop Revenue Leakage as It Happens

Explore Frequently Asked Questions
Data Connect is not an analytics or reporting product — it's the data infrastructure layer that makes analytics, automation, and AI possible. It doesn't replace a visualization tool; it's what makes those tools more powerful by ensuring they're working with unified, governed, real-time 3E data.
No — and that's one of its core advantages. Data Connect eliminates the need for data warehouses entirely. It delivers a governed, near real-time feed of 3E data directly into Microsoft Fabric/OneLake, where your firm's other data already lives.
Microsoft Fabric is Microsoft's unified platform for data storage, analytics, and AI — bringing those capabilities into one managed environment. Data Connect is purpose-built to deliver 3E data into Fabric. If your firm is already on or moving toward Fabric, Data Connect is what connects 3E to that environment. If you're not yet on Fabric, this is a natural starting point for that modernization.
No other vendor provides zero-copy, governed 3E to Fabric connectivity. Most competitors either force firms into proprietary data stores or require expensive, services-heavy integration projects. Data Connect is the only solution that puts 3E data inside the firm's existing data estate — without duplication, without custom engineering, and without vendor lock-in.
AI agents and workflow automation all depend on clean, unified, real-time data to function reliably. Data Connect is the prerequisite for your AI investment. Without a governed data layer connecting 3E to the rest of your data estate, AI tools are working with incomplete information.
Beyond matter profitability, firms use unified data to quickly answer questions that siloed reporting can't, like:
“Which practice areas and matter types should we invest in?”
"How should we staff for demand and workflow patterns?”
“Which clients and industries drive long-term growth?”
"Where is value leaking across the matter lifecycle?”