MaxBilling – FAQ

General Questions

1. Will I get support from TSD with installation and initial setup of MaxBilling in our Test environment(s)? How about Production?

We will be more than happy to assist you and walk you through your initial setup and immersion in MaxBilling. Our support staff has a combined Relativity experience of more than 10 years. Yes, we will help you with MaxBilling in Production, too. TSD operates under ISO 27001 certification, so you can rest assured our confidentiality policies are very strict.

2. Can I try MaxBilling risk-free?

Yes, we encourage you to take advantage of our 30-day money-back guarantee and try out MaxBilling within 1 month after purchase.

3. Can I have additional metrics/fields added to MaxBilling?

Yes, the license provides free custom development hours to which you are entitled. In most cases, these hours will be enough for the addition of one or few custom metrics/fields within MaxBilling so that you can automatically include them in the current billing flow.

4. Can I set up MaxBilling with different billing schedules for different clients (and workspaces), and get all the reports and invoices automatically generated and sent to my email?

Yes, absolutely, you can!

5. On how many instances can I install MaxBilling?

You can install and use MaxBilling on as many Relativity instances as your license allows.

6. Can I schedule a demo?

Yes, please feel free to schedule a demo at and a staff member will contact you with further details on the earliest possible time.

Tackling Billing Challenges in Relativity Webinar Questions

1. Does the file count size update dynamically as data is processed in MaxBilling or is there a delay due to RelativityOne backend? If you run case rollup, it does not seem to have the correct information for up to 24 hours. More specifically the billable GB.

MaxBilling both collects statistics and uses the standard Relativity-collected statistics. Each collection is performed on a daily basis. Тherefore, there is a 24-hour interval from one statistics collection to the next one. Any data added or deleted in a workspace after the statistics for the day has been collected is represented on the next day.

MaxBilling has several billable categories which represent different types of usage. For example, Case Flow items represent usage based on the time of the action (you can charge for Production Size for the Productions executed during the billing period). Case Rollup items represent the storage usage for the corresponding items (you can charge for Production Size for all Productions that have been available in the Workspace during the billing period).

In this particular scenario, the File count and size fall under the Case Rollup items and therefore, the result will be based on a 24-hour statistics collection.

2. Is MaxBilling creating its own tables and storing other data or just using audit and tables that already exist to generate the information?
MaxBilling both collects statistics in its own tables, each one designated for specific groups of items, and it also uses the standard Relativity-collected statistics.

3. Is the solution self-contained within the Relativity database, or are external connections/resources required?
MaxBilling is a standard Relativity application. It is a self-contained solution within the Relativity platform and does not require any external connections or resources.

4. Are there any compatibility issues with Relativity Aero?
MaxBilling is compatible with Relativity Aero UI. Furthermore, the same MaxBilling version is available for and compatible with RelativityOne and Relativity server.

5. Can you import external data from other systems?
MaxBilling uses standard Relativity objects (RDOs), so it allows import of external data. However, for different types of objects, it may be difficult to import directly. In such cases, TSD provides opportunities for additional customizations to allow such and other functionalities.

6. Are we able to charge users based on user type?
Yes, along with the standard Internal and External user types, any other custom user types are synced in MaxBilling so the Relativity users can be filtered by their type and charged accordingly.

7. If we have deleted a workspace, will that particular workspace be included in the final billing report?
Yes, any deleted Workspaces and also Users are considered during the report generation. Once the date of deletion is after the start billing period date, they will be included in the reports with the corresponding statistics information, except for Processing. The Processing statistics is stored in the workspaces’ DB and once they are deleted, they are not available.

Managing Cost Recovery for Repository Workspaces and Cold Storage Webinar Questions

  1. Can you use a different formula for adjusting the billable hosting size besides the standard formulas used in RelativityOne for Repository workspaces and Cold Storage?

Yes, luckily MaxBilling provides very flexible customization options. The application includes a Customer Code feature, which you can set up and thus unlock a unique function for your organization. For example, such a specific function can be a different formula that recalculates the storage type configurations. Moreover, if your organization’s billing model has a particular storage type that is not a part of the standard ones (Repository, Cold Storage, Review), we can include any other storage type according to your needs and preferences and it will be represented in your billing reports, so you do not have to adjust anything manually, but it will all be automatically calculated. It can also be automatically determined what storage type your workspaces should be considered for.

  1. MaxBilling allows you to charge differently for the different storage types and add various billing items for them. Is this the only way of determining different billing models in your profile?

No. In MaxBilling, you have multiple options providing great flexibility. On top of the default pricing, you can specify Overlay or Overwrite pricings that will add or replace items in your profile based on different criteria related to specific Workspaces, Matters, or Clients. You can even specify different billing models based on workspace location.

  1. Can MaxBilling be used for an instance only or it can be used on a Client Domain level, for specific Matters, or even for specific Workspaces only?

The application can be used in the scope of any of the above mentioned. You can have MaxBilling available for an instance and you can generate billing reports for the whole instance. However, if you prefer to provide your customers with the option to use MaxBilling for their own Matter and see reports for their Matter only without being able to access reports on other clients’ usage, you can set this up in the application. You can set up MaxBilling on a Client Domain level and the scope will be for that only. Of course, you can as well have multiple instances of MaxBilling with different configuration.

  1. Can you charge for Stage Fence data with MaxBilling?

Yes. You have the option for charge for Stage Fence data even on a workspace level and determine how much Stage Fence data is allocated to the different clients. This requires some adjustments to be made to the way you store your Stage Fence data, but you can feel free to reach out to us, and the Relativity team and we will gladly help you to determine that. As a result, you will be able to easily charge for your Stage Fence data.

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