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Trust & Client Accounting

Stay Compliant, Stay in Control

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    Type of Demo:

    How did you hear about us?

    Managing client money comes with strict regulatory obligations. Hoowla’s Trust & Client Accounting tools are built to help firms handle client funds safely, transparently, and in full compliance with SRA Accounts Rules.
    From separating client and office money to running reconciliations and generating audit-ready reports, Hoowla provides complete oversight of your client accounts.

    What Hoowla Lets You Do

    Manage trust and client accounts with Hoowla. Ensure SRA compliance, reconcile funds, and generate audit-ready reports with integrated legal accounting.

    Clear Separation of Funds

    Ensure office money and client money are always distinct, reducing compliance risk.

    Real-Time Balances

    View up-to-date balances across accounts at any time, helping you make confident financial decisions.

    Transaction Recording

    Log deposits, withdrawals, transfers, and disbursements directly against client accounts.

    Three-Way Reconciliation

    Match bank statements, client ledgers, and cashbook entries to ensure accuracy.

    Audit Trails

    Every transaction is time-stamped and recorded, providing complete transparency for regulators.

    Integrated Case Management

    Link financial activity directly to cases, invoices, and disbursements, no double entry required.

    Book a demo

    An All-In-One System

    Hoowla is an all-in-one platform combining legal case management, legal accounting, and firm-wide management tools
    to keep your entire practice connected and running smoothly.

    Conveyancing Software

    Our conveyancing software features like automated document generation, task management, and a customisable quote calculator, enabling firms to deliver efficient, accurate services.

    Learn More

    Wills & Probate Software

    Our wills and probate software simplifies estate administration. It efficiently handles applications, and estate distribution with task and document management.

    Learn More

    Immigration & Asylum Software

    Our immigration and asylum software services offers customisable templates for common forms and letters, integrates with key legal services, and client management.

    Learn More

    GET STARTED TODAY

    See how Hoowla’s legal accounting and case management software
    can help your firm get organised and to work more efficiently
    book a demo
    Can Hoowla manage both office and client accounts?
    Does it support three-way reconciliation?
    Are reports suitable for auditors or regulators?
    Can I link payments to cases?
    How secure is the system?
    Can Hoowla manage both office and client accounts?

    Yes, Hoowla is designed to keep these accounts separate while maintaining compliance.

    Does it support three-way reconciliation?

    Yes, you can reconcile bank, ledger, and cashbook records in one place.

    Are reports suitable for auditors or regulators?

    Yes, Hoowla generates audit-ready reports with full transaction history.

    Can I link payments to cases?

    Yes, transactions connect directly to the case file for complete financial visibility.

    How secure is the system?

    All data is encrypted, with access controls in place to protect sensitive financial information.

    Contact


    E: hello@hoowla.com

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