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Client health scoring for service firms

Your clients go quiet long before they leave.

RelayLine reads the email your team already CCs and flags which accounts are cooling off, with a plain-language reason why. No new inbox. Nothing for clients to install.

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Setup takes one CC address

Harbor Point HOA41
Reply time up 3x in 3 weeks. New board member added to thread.
Built for firms that run on relationships
  • Property management
  • Marketing agencies
  • PR agencies
  • Law firms
  • Accounting firms
The problem

Churn rarely announces itself. It fades out of the inbox.

By the time a client says they’re reviewing options, the warning signs have been sitting in email threads for weeks.

One client relationship, told through emailIllustrative
Weeks 1–4: same-day repliesWeek 6: a new stakeholder is CC’dWeek 10: “we’re reviewing options”
Replies slow downA two-hour turnaround becomes two days. Nobody flags it until the renewal call.
The room changesNew names appear on threads. Your champion quietly loses influence.
Leadership sees it lastThe signal lives in individual inboxes, not in any report.
How it works

Live in an afternoon

  1. 1
    CC one addressYour team CCs a capture address on client email, the same way they’d CC a colleague.
    Cc  [capture]@relayline.io
  2. 2
    We read the signalResponse time, tone, escalation language, and new stakeholders, analyzed message by message.
  3. 3
    You see the scoreEvery account gets a live health score and a plain-language reason, so you know who to call this week.
    Harbor Point HOA41 At risk
The product

A score you can act on, and the reason behind it.

Response cadenceTone shiftsEscalation languageNew stakeholders
Portfolio · 24 accountsHealth
Harbor Point HOA41
Meridian Legal58
Cobalt Creative72
Ashby and Rowe CPAs81
Northwind Co.88

Illustrative data · not a live account

Industries

Same signals. Different warning signs.

See all sample dashboards →
Property managementWarning sign: board members start CC’ing outside vendors on routine requests.Sample dashboard → Marketing and PR agenciesWarning sign: the client stops replying on status threads but keeps asking about invoices.Sample dashboard → Law firmsWarning sign: questions about the matter give way to questions about the bill.Sample dashboard → Accounting firmsWarning sign: document requests and deadline reminders start going unanswered.Sample dashboard →
Security

We only see what you choose to CC.

No inbox accessNo mailbox connection. Only the messages your team CCs.
Encrypted[CONFIRM: encrypted in transit and at rest.]
Your data stays yours[CONFIRM: never used to train models; deleted on request.]
FAQ

Questions firms ask first

Will our clients know we use it?

The capture address appears in CC like any colleague. How you introduce it is up to you.

Does it replace our CRM?

No. It adds the relationship signal your CRM doesn’t capture. [ADD INTEGRATIONS WHEN AVAILABLE]

How is the score calculated?

Communication cadence, tone, delivery, and commercial signals, weighted for what counts as a warning sign in your industry.

What does it cost?

[PRICING APPROACH TBD] Talk to us and we’ll size it to your portfolio.

See which accounts need you this week.

See the demoTalk to us