Katie Wilson
Head of Transition

Biography: Katie is a highly practiced Legal Cashier with many years experience. She has worked for Scott Rees and Co Solicitors, Quill Pinpoint and Brabners LLP. She has maintained an in-depth knowledge of the SRA and CLC Accounts Rules for training purposes and continues to work closely with them to improve her knowledge on the complex landscape of accounting rules. In 2015, Katie began her career at Cashroom as Legal Cashier and quickly moved into a Senior Legal Cashier position. Since then, she has progressed and been promoted to Head of Transition, providing and managing the onboarding services for all our new clients. Katie also manages client external projects and process design, looking at efficiency improvements to processes and procedures both internally and externally, running back-log projects for our clients requiring support, corrections to account issues for clients and managing multiple financial migrations for clients moving systems.