Outsourced Legal Cashiering for Licensed Conveyancers

Outsourced legal cashiering lets your firm hand over the day-to-day management of your client and office accounts to an experienced legal cashier — without employing someone in-house. CASS becomes an extension of your team, managing your legal accounts accurately, securely and in line with the CLC Accounts Code, so you're free to focus on your clients.

Outsourcing gives you experienced cashiering support without the cost and challenge of recruiting, training and retaining specialist staff. You also get access to additional expertise, continuity of service and support that scales as your firm grows.

We specialise in supporting CLC-regulated Licensed Conveyancers and property law firms. We understand the SRA Accounts Rules too, so we can also support SRA-regulated firms doing conveyancing.

Absolutely. Whether you need full outsourcing or extra support for your existing legal cashier or finance team, we provide a flexible service that fits around your practice.

Yes — we work exclusively with the InTouch system. That focus means genuine, in-depth expertise rather than shallow familiarity with lots of different systems.

Compliance sits at the heart of everything we do. We work in accordance with the CLC Accounts Code, making sure client money is managed correctly, reconciliations are completed on time and robust accounting controls are maintained.

Your practice remains responsible for regulatory compliance, but we provide the accounting support, reports and controls to help you meet your obligations with confidence.

Yes. We keep accurate accounting records and prepare reconciliation reports throughout the year, so you can demonstrate strong financial controls at inspection and your annual Accountant's Report is straightforward to prepare. We're happy to liaise with your reporting accountant.

We can provide regular reports including client account reconciliations, office account reconciliations, three-way reconciliations, residual client balance reports, debit balance reports, management information and compliance review reports.

We flag potential breaches to you promptly, explain the issue in plain English, and support you with the steps needed to correct and, where required, report it to the CLC.

Our service can include client and office account transactions, bank reconciliations, client-to-office transfers, completion statements and completion accounting, ledger management, daily banking, financial reporting and month-end procedures.

Yes. Completion postings, transfers and time-critical same-day payments are all part of the day-to-day cashiering we manage for you within InTouch.

Yes. You'll have a dedicated day-to-day contact who gets to know your practice, your team and the way you like to work.

Yes. Whether your cashier is on holiday, on maternity leave, off sick or has left unexpectedly, we can provide experienced cover — planned or at short notice — to keep your finance function running and your reconciliations up to date.

Yes. We regularly take on firms with historic or unreconciled ledgers and get them tidy, reconciled and audit-ready within InTouch.

We use secure cloud-based systems, controlled access permissions and robust working practices to protect your firm's financial information.

Safeguarding client money is fundamental to our service. We follow strict accounting procedures and maintain robust financial controls throughout every transaction.

Every conveyancing practice is different, so we provide a tailored quotation based on the level of support you need — you only pay for the services your firm genuinely requires.

We offer flexible arrangements to suit different practices. We'll discuss your requirements and recommend the most appropriate option for your firm.

We're more than an outsourced bookkeeping provider — we become part of your team, combining accounting expertise with proactive support, modern cloud technology and a genuine commitment to helping conveyancing firms run efficiently and compliantly. It's all part of our promise of Giving You More Than Numbers.

No. We can also provide a fully outsourced finance function — bookkeeping, management reporting, payroll, VAT, accounts preparation and strategic financial support — plus hands-on InTouch Accounts Training, giving your practice one trusted finance partner.

Following an initial discovery call, we agree a transition plan designed to minimise disruption. Depending on your requirements, we can often begin supporting your firm within a matter of days.

We take time to understand your current processes, software and team, then follow a structured handover plan to move everything across smoothly, securely and with minimal disruption.