Every firm we know keeps its money in a different place from its matters. The cases live in one system; the client account, the cashflow, the aged debtors and the invoicing live in an accounting package that, realistically, only the finance partner ever opens. So reconciliation becomes a quarterly Excel exercise, fee-earner ROI becomes an anecdote at renewal time, and invoicing means re-keying matter data into a second system by hand.

We built the finance suite to close that gap — the firm's money, handled in the same surface as the firm's work.

Client account, to SRA standards

The heart of it is trust-account reconciliation built to the SRA Rule 8 cadence. That means a five-week reconciliation countdown rather than a good intention, a live discrepancy classifier that tells you what kind of break you are looking at, and a COFA-ready PDF you can export as evidence rather than assemble the night before.

This is not an add-on module you bolt on if you remember. The five-week mandate countdown is built into the surface, because client-account compliance is not optional for a firm in England and Wales, and a tool that treats it as optional is a tool that will let you drift into a breach quietly.

Nothing here reconciles your account for you and posts it. A human confirms. The classifier surfaces the discrepancy and shows the evidence; the fee-earner or the COFA decides what it means. That is the correct division of labour for money that is not the firm's own.

The rest of the money, in one place

Around the client account sit the numbers a partner actually chases:

  • Aged debtors bucket every unpaid invoice by age — current, thirty-one to sixty days, sixty-one to ninety, and severe beyond ninety — so the partner sweeping the caseload knows which clients to chase this week without opening thirty individual matters to find out.
  • Cashflow surfaces in the matter system every fee-earner already opens, rather than hiding in a package only one person reads.
  • Time is tracked against the matter it belongs to, where the work is happening, not reconstructed from memory at month-end.
  • Settlement-likelihood pulls similar matters with definitive outcomes and gives the fee-earner a realistic probability before the next call — a base rate from the firm's own history, not a guess.

The number that lands at renewal

There is one more panel that exists because we have sat through renewal conversations: a per-fee-earner efficiency view that quantifies the hours AI assistance saved, per seat. Not a marketing figure — the firm's own usage, measured. When the renewal question comes, that is the evidence a firm usually does not have, and now does.

Invoicing, without the re-keying

Invoicing produces a clean PDF and a JSON pack your accountant can import, so the matter data you already captured does not get typed a second time into a billing system. One handoff, not two entries.

Most legal AI tools punt finance to an integration or ignore it, because finance is unglamorous and jurisdiction-specific and easy to get wrong. That is exactly why we built it in. The SRA cadence, the COFA evidence, the client-account discipline — these are not features you can bolt on generically. They are the shape of how a solicitor's firm handles money, built by people who have had to reconcile a client account and export the evidence for real.

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