We make sure your accounting software follows all the rules for law firms. We set things up to keep your firm safe and make your money tracking easier.
Our special Cashroom Portal is safer than email. It helps you share money information without worry, keeps everything organized, and makes sure you follow the rules.
We check your accounts every day, not just once a month. This means you always know exactly how much money you have and where it’s going.
Experience seamless financial management through our secure Cashroom Portal, trusted by over 4,200 users. Our system-agnostic approach means we work with your existing software while providing enhanced security, automated workflows, and real-time financial insights.
Secure Portal Technology
Software Compatibility
We integrate with all major platforms:
We start with an in-depth discussion to understand your law firm’s needs, current systems, and financial goals. Our team evaluates your requirements and answers any questions about our services.
Our experts review your current financial systems and processes. Whether you share reports or we conduct a detailed review, we ensure our solution integrates seamlessly with your practice.
Based on our assessment, we present a tailored proposal outlining your firm’s customized financial management plan. We discuss implementation details and ensure the solution perfectly fits your needs.
After agreement, our dedicated onboarding team ensures a smooth transition to our services. We establish your secure portal access and connect you with your dedicated service team.
We bring direct law firm experience to your financial management. We provide tailored solutions to optimize your firm’s financial operations and ensure compliance.
We handle the bookkeeping, billing, and financial reporting, freeing up your legal team to concentrate on providing exceptional legal services.
We stay up-to-date with the latest legal accounting standards, making sure your firm avoids penalties and maintains a strong financial standing.
Our flexible solutions adapt to your specific requirements, providing the right level of support at every stage of your firm’s journey.
Outsourcing to Cashroom eliminates the expenses associated with hiring and training in-house accounting staff, while our efficient processes optimize your financial workflows.
Our platform provides real-time financial data, allowing you to monitor key performance indicators, track revenue, and make strategic choices based on accurate and timely information.
We’re system-agnostic and work with whatever platform suits your needs best, whether it’s Clio, LEAP, Xero, QuickBooks, or others. Our expertise spans all major legal accounting software.
No. Unlike other providers, we adapt to your existing systems instead of forcing you to change. Our team is experienced with all major legal accounting and practice management software.
Benefits include increased efficiency, reduced overhead, risk-free compliance, and real-time financial insights. We provide expert support to optimize your firm’s financial health.
Yes. We have extensive expertise in configuring Xero specifically for legal practices, ensuring it meets trust accounting requirements and integrates seamlessly with your practice management system.
We build compliance into our processes and portal workflows, maintaining up-to-date knowledge of all state bar requirements to keep your accounting practices fully compliant.
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