Simplifying Legal Finance for Law Firms with The Cashroom Portal

The Cashroom Portal is a secure, award winning digital platform built to streamline legal finance processes, helping law firms save time, reduce errors and stay fully compliant.

Built for Law Firms, Backed by Expertise

Since 2016, the Cashroom Portal has helped over 300 law firms across the UK manage client money securely, meet regulatory obligations and modernise day-to-day financial operations. With seamless integration with over 30 practice management systems, the Portal provides a connected end-to-end financial ecosystem tailored to each law firm using it.

Key Features:

Open banking integration for faster, accurate postings
Confirmation of Payee checks to prevent fraud
Automated approval workflows and real-time reporting
Secure, auditable communication channels
Integration with major practice management systems

Why The Cashroom Portal?

Clear Communication

Keep everything in one place with simple communication threads for each transaction. Nothing is missed and there’s no need for back and forth emails.

Client Approval Processes

Take control with customisable approval workflows tailored to your firm’s needs. Our adaptable processes save time and optimise efficiency while maintaining full compliance.

Simple and User Friendly Systems

Boost productivity, efficiency and compliance with an easy to use system designed for law firms. Enjoy real-time notifications, intuituve dashboards and clear audit trails.

Keep Client Invoices on Track

With visual dashboards, automated alerts and clear reporting, your team can take action faster, improve cashflow and maintain full control over client billing and collections.

Open Banking & Confirmation of Payee

The Cashroom Portal makes use of Open Banking technology to post funds automatically and accuratey to the correct client matter, saving time and reducing errors. Cashroom was the first non-banking provider to deliver this capability for law firms.

With built in Confirmation of Payee (CoP) checks, the Portal helps prevent fraud by verifying that payments are going to the intended recipient at the start of the payment process. Together, these features provide law firms with faster, safer and more reliable payment processing.

Award-Winning & Secure

With Cyber Essentials Plus certification and multiple industry awards, the Cashroom Portal is recognised for its innovation, reliability and contribution to legal technology. Our ongoing development ensures law firms stay ahead of regulatory changes and operational challenges.

Seamless PMS Integrations

The Cashroom Portal integrates with over 30 leading Practice Management Systems (PMS), reducing duplicated work and ensuring data flows smoothly between your finance processes and your core case management tools.

Transactions, postings and updates sync effortlessly, helping your team save time, minimise errors and maintain complete financial accuracy across every matter.

Along with our integrations, Cashroom work with any system your firm already uses. That means there is no need to switch platforms or change the way you work when you join us.

Trusted by Law Firms

From sole practitioners to large multi-office firms, lawyers across the UK rely on the Cashroom Portal to manage client money securely, streamline financial processes and reduce administrative pressure. Our technology and expert teams support firms of every size, helping them work more efficiently and with complete confidence.

“Cashroom’s innovative portal prompts best practice, compliance and provides a clear audit trail as well as enhancing security for our firm and clients.”

McKee Campbell Morrison

“The decision to use the Cashroom Portal was an obvious one…. it has already proven to be an excellent solution to our banking and cashroom needs.”

ClearFocus Legal

“The Cashroom Portal is easy to use, integrates perfectly with LEAP and the addition of Open Banking has made a big difference to how I manage client funds.”

Mubasher Choudry Family Law Solutions

See the Portal in Action

Book a demo today to see how the Cashroom Portal can simplify your accounting, payments and finance processes, while ensuring full compliance

Request a demo

FAQs

How can the Cashroom Portal help my law firm save time?

By automating client money postings, approval workflows, and reporting, the Portal reduces manual work and frees your team to focus on legal matters.

Does the Portal support compliance with SRA rules?

Yes absolutely. The Portal provides audit trails, secure approvals, and real-time reporting to help your firm meet your regulatory client money compliance requirements.

Can the Portal handle complex payment processes?

Yes. Customisable workflows allow firms to manage multiple approvals, tiered authorisations, and high-value payments efficiently and securely.

Will my team need training to use the Portal?

The Portal is intuitive and user-friendly, and our team provides onboarding and support to ensure your staff can use it confidently from day one.

How does the Portal improve transparency for clients?

With clear transaction requests and automated notifications, clients’ payments are tracked accurately, providing confidence and transparency for both the firm and its clients.

Who develops the portal?

The Cashroom Portal is built and continuously developed by our in-house technology team, giving us full control over security, performance and future development

Can law firms provide feedback or suggest new features?

Absolutely. Law firms using the Portal are encouraged to share feedback, make suggestions and speak directly with our development team. This helps shape new features and ensures the Portal stays relevant around real, day-to-day needs.