Client
Aconveyancing
Licensed Conveyancers
Software
- InTouch Practice Management
- Xero
Services provided
- Outsourced Legal Cashiering
- Bookkeeping
- Payroll
- VAT Returns
- Management Accounts
- Financial Reporting
- Finance Function Support
~100
Property completions supported every month
Daily
Client account reconciliations
InTouch + Xero
Fully integrated finance function
The Challenge
Like many growing conveyancing firms, Aconveyancing wanted to spend more time delivering an outstanding client experience and less time worrying about the day-to-day running of their finance function.
Their previous arrangement resulted in unnecessary duplication of work between systems and providers, creating inefficiencies and increasing the time spent on administration. Although the required accounting work was being completed, the business lacked meaningful day-to-day financial insight and management information.
With around 100 property completions every month, the directors needed confidence that client money was being managed correctly, reconciliations were completed promptly and accurate financial information was always available.
The CASS Solution
CASS became an extension of the Aconveyancing team by providing a fully outsourced finance function built around InTouch Practice Management and Xero.
Rather than simply processing transactions, we work proactively with the practice to ensure their accounting records remain accurate, current and fully aligned between InTouch and Xero.
The Results
Since partnering with CASS, Aconveyancing has benefited from a finance function that is accurate, organised and dependable.
Improved Accuracy
Maintaining clean, accurate client ledgers has significantly reduced accounting issues and improved confidence in the firm's financial records.
Daily Reconciliation
The team has the reassurance of knowing that client money is reconciled daily and balances correctly, providing confidence that accounting records remain accurate and compliant.
Better Financial Visibility
With meaningful management information and up-to-date reporting, the directors now have far greater visibility over the financial performance of the practice instead of relying solely on historical information.
Reduced Administrative Burden
Removing duplicated processes has streamlined the firm's finance function, allowing internal staff to focus on higher-value work.
Improved Client Experience
Perhaps most importantly, the conveyancing team can concentrate on what they do best—looking after their clients—while CASS manages the day-to-day financial administration behind the scenes.
Why Aconveyancing Chose CASS
For Aconveyancing, outsourcing wasn't simply about reducing workload. It was about working with a finance partner that understands conveyancing, legal cashiering and the importance of safeguarding client money.
By combining specialist legal cashiering knowledge with cloud accounting technology, CASS provides a finance function that is efficient, reliable and designed to support the continued growth of the practice.
“At CASS, we believe legal cashiering should do more than keep your accounts compliant. It should give your practice confidence, clarity and the freedom to focus on your clients. That's what we mean by Giving You More Than Numbers.”
Looking for a legal cashiering partner?
Whether you need fully outsourced legal cashiering or extra support for your existing finance team, we'd love to show you how CASS can help.