Client account compliance is foundational to everything we do in legal finance. Our teams follow documented SOPs aligned to regulatory requirements governing the handling of client funds — maintaining strict separation of client and office accounts, accurate transaction-level ledger records, and audit-ready documentation at all times. We work closely with your compliance team to ensure our processes meet your firm’s specific regulatory obligations.

Yes — matter-level financial management is a core capability. We track time, disbursements, and costs at matter level across high volumes, ensuring that billing accurately reflects the work done, lock-up is minimized, and write-offs are reduced. Our teams integrate with your practice management system to maintain continuity and accuracy throughout the matter lifecycle.

Lock-up — the gap between work done and cash received — is one of the most persistent cash flow challenges in legal practice. Our billing and collections workflows are designed to compress this gap: structured billing runs, proactive debtor follow-up, real-time visibility into outstanding balances, and escalation processes that reduce debtor days without damaging client relationships.

We work within your existing technology environment — including practice management systems such as Elite, Aderant, Clio, and others, as well as accounting platforms — without requiring system changes as a condition of engagement. Our teams are trained to adapt to your workflows and chart of accounts structure from day one.

Most law firm F&A transitions are completed within 4–8 weeks depending on scope and complexity. We conduct a process discovery and documentation phase, define SLAs and ownership, and run parallel processes before full transition — ensuring no disruption to billing cycles, client account management, or reporting during the handover period.

Client financial data is among the most sensitive information a law firm holds. We are GDPR-compliant, ISO 9001:2015 and ISO 27001:2022 certified, and SOC 1 Type II and SOC 2 Type II audited, with complete audit trails, access controls, and documented SOPs maintained throughout the engagement. Access controls, audit trails, and data handling protocols are defined upfront and maintained throughout the engagement — ensuring every transaction is traceable, compliant, and handled with the confidentiality your clients expect.