Manage solicitor trust accounts with full SRA/Law Society compliance, interest calculations, and audit trails.
Maintain client and office accounts in full compliance with SRA Accounts Rules. Automatic three-way reconciliation, interest calculations, and rule breach alerts.
SRA-Compliant Trust Accounting
See client balances, transaction history, and reconciliation status in real time. Drill down from matter level to individual transactions with full audit trail.
Real-Time Ledger Views
The system flags potential SRA rule breaches — office-to-client transfers, debit balances, and overdue reconciliations — before they become compliance issues.
Automated Compliance Checks