Partner Program

New revenue stream.
Happier clients.

Partner with Relevant to offer your clients AI-powered legal services. Earn 20% recurring commission while helping them with estate planning, business formation, and more.

Become a Partner
20%

Recurring commission

$8

Per client (bulk)

90%

Client retention

Revenue Calculator

Calculate your opportunity

See what partnering with Relevant could mean for your practice.

25100 clients500
$1K$5,000$25K

Subscription Revenue

20% of $29/mo × 100 clients

$6,960/year

Retention Value

Est. 2% retention lift on fees

$10,000/year

Total Opportunity

Revenue + retention value

$16,960/year

* Retention value based on industry data showing clients with integrated services have higher satisfaction.

Built for financial professionals

Your clients trust you with their financial future. Extend that trust to their legal needs.

Wealth Management

RIAs, Family Offices, Private Banks

Your clients need estate planning, trust reviews, and succession documents. Give them instant access to AI-powered legal research and attorney consultations.

Estate planning
Trust reviews
Succession planning
Asset protection

CPA & Accounting Firms

Tax, Audit, Advisory Practices

Help clients navigate business formation, operating agreements, and tax planning structures. Relevant handles the legal complexity so you can focus on the numbers.

Entity formation
Operating agreements
Tax structure planning
M&A due diligence

Insurance Professionals

P&C, Life, E&O Specialists

Complement your risk management with legal protection. LLC formation, liability analysis, and contract review protect what your policies can't.

LLC formation
Contract review
Liability analysis
Risk documentation

Partnership tiers

Request early access. Lock in founding partner rates.

Referral Partner

Freeto join

Earn commission on every client you refer

Become a Partner
20% recurring commission
Clients get priority access
Partner dashboard & tracking
Monthly ACH payouts
Co-marketing materials
Most Popular

Professional Partner

$500/month

White-label portal for up to 50 clients

Apply Now
Everything in Referral
50 client seats included
Co-branded client portal
$8/user after 50 clients
Priority support line
Quarterly business reviews

Enterprise Partner

Custompricing

Full integration for large practices

Contact Sales
Everything in Professional
Unlimited client seats
API & SSO integration
Custom branding
Dedicated partner manager
Revenue share model

How it works

1

Apply

Quick application. We respond within 48 hours.

2

Onboard

Get your dashboard, tracking link, and materials.

3

Refer

Share your link. Clients get priority onboarding.

4

Earn

20% recurring commission. Monthly ACH payouts.

What your clients get

Differentiate your practice with comprehensive legal support.

AI Legal Research

Instant answers with sources

Document Creation

Wills, trusts, contracts

Attorney Access

$50/10min consultations

Partner Benefits

Priority access with your link

"Relevant has become an essential part of our client offering. Clients love having legal support at their fingertips, and the recurring revenue has been a nice addition to our practice."

Jennifer M.

Principal, Meridian Wealth Advisors

Are you an attorney?

Join Relevant Law as Of Counsel. Set your own hours and let AI handle the research.

Ready to partner?

Join wealth managers and CPAs delivering more value while growing their practice.