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Client & Office Accounting 

Manage Both Without the Risk or Complexity

Take full control of your firm’s finances with fully integrated client and office accounting, designed specifically for legal workflows.

See both accounts side by side, track every transaction in real time, and prevent costly mistakes with built-in safeguards like overdrawn protection on client accounts, so you never breach compliance.

Everything is visible. Everything is connected. Everything just works.

Book an demo
Hoowla’s secure, built in, legal accounting software makes reconciliation trouble free

The Problem with Traditional Client Accounting

Client and office money are separated across tools

When ledgers and case management systems are disconnected, it becomes difficult to understand the true financial position of a matter without cross-referencing multiple systems.

Financial activity is not consistently case-linked

Payments, transfers, and disbursements often sit outside of case context, making it harder to trace how and why money has moved.

Risk of handling client funds incorrectly

Without system-level controls, firms rely heavily on manual checks to ensure client money is not incorrectly allocated or overdrawn.

Reconciliation requires extra manual effort

Matching internal records with bank activity often requires exporting data or maintaining separate reconciliation processes outside the system.

Finally, Accounting That Works the Way Your Firm Does

Most legal accounting systems are reactive. They rely on processes, manual checks, and after-the-fact reconciliation.

This one is different.

Everything is connected—from your client account to your office account, from transactions to cases giving you a complete, real-time financial picture without the usual complexity

Client & Office Accounting in Hoowla

Hoowla brings client and office accounting into the same system as your case management, ensuring every financial action is connected, structured, and traceable.

Client and Office Ledgers in One System

Client and office accounts are maintained separately within the same platform, allowing firms to manage both types of funds without switching systems.

Case-Linked Financial Transactions

Every payment, transfer, invoice, and disbursement is recorded directly against a case or matter, ensuring financial activity always has context.

Controlled Client Account Posting

Transactions posted to client accounts are subject to system controls that prevent entries which would result in a negative client balance.

Office Account Management

Office funds are recorded separately from client money, ensuring clear separation between firm operating funds and client-held funds.

Ledger Visibility Within Cases

Client and office ledger information can be viewed directly within the case screen, allowing fee earners and accounts teams to understand financial position in context.

Transaction Audit Trail

Every financial entry is recorded with full history, including timestamps, references, and user activity, providing a complete audit trail of financial movements.

Reconciliation Against Bank Activity

Ledger entries can be matched against bank transactions to support reconciliation processes, helping ensure internal records align with external banking data.

Financial Reporting From Ledger Data

Reports can be generated from client and office accounting data to support financial oversight, internal review, and compliance requirements.


Built for Structure & Control

Client and office accounting in Hoowla is designed to reflect how legal practices actually operate day to day.

Instead of treating accounting as a separate function, it is embedded into the case lifecycle, ensuring that financial activity, case progress, and reporting all remain aligned.

This structure reduces duplication, improves consistency, and makes it easier to maintain accurate records across the firm.

Compliance Support Built into the System

The system is designed to support legal accounting requirements by maintaining structured financial records and clear separation of funds.

This includes:

  • Separation of client and office money within the system
  • Full transaction history for all financial activity
  • Structured reconciliation against bank records
  • Audit-ready financial reporting

It provides the tools needed to maintain accurate and reviewable financial records in line with legal practice requirements.

What This Means For Your Firm

By managing client and office accounting within a single connected system, firms benefit from:

  • Clear visibility of financial position across cases
  • Reduced reliance on spreadsheets and external tracking
  • Stronger control over client money handling
  • More consistent case-linked financial records
  • Easier reconciliation between ledger and bank activity
  • Structured support for compliance processes

Take Control of your Client & Office Accounting

Manage client and office accounting in one place, fully connected to your case management system, with clear records, controlled posting, and built-in reconciliation support.

Book a no-obligation demo

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