Cashroom Service Packages

We offer flexible legal accounting services to suit your firm’s needs. Whether you need full-service support or prefer to share the load, we’ve got a solution tailored for you.

Service Packages

Service	Full Service	Client Account Service	Matter Ledger Service	Office Account Service
Client Accounts
Post day-to-day entries on client account	✅	✅	✅	❌
Check bank for incoming funds throughout the day on client account	✅	✅	✅	❌
Posting cheques written on client account	✅	✅	✅	❌
Setting up payments on Client Bank received by 3pm including CHAPS, Faster Payments and Next Day/BACS	✅	✅	✅	❌
Cost Transfers between client and office account	✅	✅	✅	❌
Reconciling Client Account daily	✅	✅	✅	❌
Running Client Month End Reports, Bank Reconciliation Summaries and routines	✅	✅	✅	❌
Keeping a record of any breaches identified	✅	✅	✅	❌
Office Accounts
Post day-to-day entries on office account including Searches, Land Registry and Disbursements	✅	❌	✅	✅
Posting bills (system dependant)	✅	❌	✅	✅
Purchase Ledger	✅	❌	❌	❌
Write off Bills/Disbursements	✅	❌	✅	✅
Setting up Payments on Office Account received by 3pm (Disbursements/Supplier)	✅	❌	✅	✅
Reconciling Deposit Accounts monthly	✅	❌	❌	❌
Reconciling Office Accounts daily	✅	❌	❌	✅
Reconciling Other accounts monthly	✅	❌	❌	✅
Running Deposit Month End Reports and routines	✅	❌	❌	✅
Running Office Month End Reports and routines	✅	❌	❌	✅
Running Year End Reports and routines	✅	❌	❌	✅
Running VAT Reports and routines including submission to HMRC	✅	❌	❌	✅

Pricing Overview

Package	Best For
Full Service	Firms seeking full outsourcing of all client & operating account functions
Client Account Service	Firms managing their own operations but needing expert client account support
Office Account Service	Firms wanting support with selective operational functions
Matter Ledger Service	Firms needing minimal support but still require compliance and backup

We Work With Law Firm’s Of Any Size and Practice Area

Contact us for a free quote today!

If you are considering outsourcing all or some of your finance function, our team can go through the different options and packages that best suit your firms needs.

FAQs

Can I add on more services once I'm in service?

Yes! As your firm grows or your needs change, we make it easy to upgrade or adjust your plan.

Can I customise my outsourced finance package?

Yes, we tailor our services to fit your firm’s size, structure, and requirements. Whether you need standalone support for client account transactions or a full-service finance team, we’ll work with you to build a package that suits your needs.

Do you offer pricing based on firm size or transaction volume?

Our pricing is flexible and based on the complexity and volume of the work required. We consider the number of transactions, practice areas, and specific compliance needs to recommend the most cost-effective package.

What types of law firms use your services?

We work with over 300 UK law firms of all sizes from small high-street practices to large multi-office firms. Our packages are designed to scale with your firm and support you through growth, mergers, and regulatory changes.

How does outsourced legal cashiering save money compared to in-house teams?

Outsourcing reduces overheads, avoids recruitment costs, and provides access to experienced legal finance professionals without the need for full-time staff. Our packages ensure firms only pay for what they need.

How do I know which pricing package is right for my firm?

We’ll help you assess your needs based on your firm’s size, structure, and current finance processes. Book a consultation and we’ll recommend the best-fit package for your goals.