Driving Efficiency and Compliance with Legal Cashiering, LEAP Integration, and Open Banking

Background

Founded in 2012 by Mubasher Choudry, an exclusively family law practitioner, Mubasher Choudry Family Law Solutions is a boutique law firm based in Scotland. With a reputation for handling complex financial and child law matters, the firm was established to provide expert, personalised legal advice in an agile and client-focused setting.

The Challenge

As a newly established sole practitioner, Mubasher faced the daunting task of managing all elements of firm compliance and bookkeeping independently. While experienced in legal practice, he had limited knowledge of the detailed financial processes and Scottish Law Society regulations required to stay compliant. Managing legal cashiering in-house would have been costly, time-consuming, and risky and would detract from client-facing work.

Mubasher needed:

· A reliable and compliant cashiering solution

· Support navigating legal finance regulations

· Scalable processes as the firm grew

· Integrated technology that worked with his case management system

The Solution

Mubasher partnered with Cashroom from the outset, outsourcing all legal cashiering and VAT management to their team of experienced, qualified cashiers.

Over the years, the firm’s financial operations have been transformed by the addition of:

· The Cashroom Portal, which provides a secure, centralised place for all financial workflows

· LEAP integration, enabling seamless communication between bookkeeping and case management

· Open Banking technology, offering real-time transaction visibility and reducing reconciliation time

Mubasher also benefits from:

· A dedicated account manager and team of cashiers who know his firm

· Proactive support during Law Society inspections

· Mobile access via the Cashroom app, enabling task approvals and updates on the move

The Results

With Cashroom in place, Mubasher has built a strong, compliant and efficient financial operation without the need for in-house resource. The integrated technology stack has created time savings, improved visibility, and strengthened compliance.

Key outcomes:

· Confident compliance with legal accounting rules

· Reduced admin burden through LEAP and portal integration

· Faster, more secure banking processes through Open Banking

· Reliable support through audits and inspections

· Greater focus on client work and firm growth

Client Testimonial

“I’ve been a client of Cashroom for over 10 years and couldn’t fault the service. When I started the firm, I had basic knowledge of compliance and bookkeeping but didn’t feel confident managing it myself. Cashroom took that weight off my shoulders and provided an invaluable resource I wouldn’t have been able to afford in-house.

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. The app is a game-changer too. I can keep everything moving, even when I’m out of the office. Their team is responsive, knowledgeable and always on hand when I need them.

I’d recommend Cashroom to any solicitor looking for expert legal cashiering support. Their service has been a huge part of the success and smooth running of my firm.”

Mubasher Choudry | Founder & Director, Mubasher Choudry Family Law Solutions

Quote from Cashroom

“Mubasher has been a fantastic client to work with over the years. As a sole practitioner, he’s built a highly respected firm while managing the demands that come with running a business independently. We’re proud to support him with a solution that not only ensures compliance but gives him the tools and confidence to focus on his clients. It’s a great example of how outsourcing and integrated technology can make a real difference to small firms.”

Chris O’Day | CEO, Cashroom