As legal cashiers we can often come across a matter balance listing which needs reconciling to get the monies moved to the correct place. Quite often the monies are to be returned to the client.
For long matter listings, the prospect of handling residual balances can be quite daunting. This article will detail how to handle client residual balances in bite-sized chunks to make the job easier.

Legal billing can be a minefield and when drawing a bill for your clients, you need to be very careful about what is being billed and whether or not to apply VAT to each item. It is crucial to understand each legal billing element and there are three main areas: Profit Costs Disbursements Expenses Profit […]

When choosing software, the migration of the data can often be one of the last considerations. Data migration itself is unfortunately a “necessary evil” when switching case and practice management system providers. However, the way it is done is crucial and can significantly affect the relationship between provider and firm moving forward.

In this article, I shall be looking at one part of the new SRA Accounts Rules which every legal cashier should be questioning: the meaning of the word “promptly” which appears several times across the new rules.

This article, explores the reasons why you should consider upgrading your Legal Accounts Software now.

In this article we cover all recent changes affecting law firms, legal accounts and their businesses in the current Coronavirus crisis.

In recent years we have seen the rules regarding interest on client money change several times.

It has always been the traditional way to start a practice that the firm creates an office account, a client account and occasionally a savings account for taxes etc. Are we about to see the loss of the client account?

It has always been the traditional way to start a practice that the firm creates an office account, a client account and occasionally a savings account for taxes etc. Are we about to see the loss of the client account?