Legal Practice
Client trust accounting for a growing legal practice
28 July 2026
A growing legal practice needs client trust accounting that holds up to real scrutiny - client money kept properly segregated from the practice's own funds, visible and auditable at any time.
Building that ledger into the same platform that tracks matters and records time means every transaction connects back to the matter and client it belongs to, rather than living in a separate, disconnected system.
Matter management itself benefits from the same connection: every matter tracked from instruction to closure, with a clear responsible owner and a status that's always current.
Document management with e-signatures built directly in keeps every file organised by matter and ready to sign digitally, and a structured client onboarding process gives every new client relationship a consistent, professional start.
Connecting to your accountant's own system - Xero, QuickBooks, or Sage - means the numbers your practice manages internally and the filings your accountant handles always agree.
Frequently asked questions
Is client money genuinely kept separate?
Yes - client trust accounting runs in its own dedicated ledger, matching how a real segregated client money account should work.
Can we bill time straight from a matter?
Time is logged directly against a matter's own client, ready for invoicing, using the same time-recording tools built into the platform.
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