Client accounting software
Client accounting software powered by InTouch + Xero
Automate client accounting from receivable to reconciliation with InTouch + Xero.
InTouch’s two‑way Xero integration pre‑sets common receivables, syncs bills to Xero, lets clients pay via Xero’s payment function, and automatically clears debtors back in InTouch.
Why firms choose InTouch + Xero for client accounting
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Add fees and disbursements once inside the matter using templates or auto‑creation. Approve the invoice and find it in Xero. Ledgers update automatically, which means less rekeying, fewer mistakes, and faster month‑end processing.
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When payments are recorded or reconciled in Xero, InTouch pulls them back automatically, clears the debtor, and updates the matter. Billing stays current without manual chasing, duplicated effort, or convoluted spreadsheets.
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Ledgers designed for legal with breach warnings, exportable reports, and a clear transaction trail linking to Xero. You can evidence compliance quickly and confidently for reviews and audits on demand.
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See receivables, invoices, supplier bills, and client or office ledger postings alongside matter activity, with links to matching Xero items, so finance and fee earners share status in one place easily.
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Templates, auto‑created receivables from quotes, time and searches, bulk supplier‑bill import, default due dates, and payment sync trim admin and errors, free your team up for reporting, cash‑flow planning, and client work.
How it works
Pre-set receivables
Add common disbursements or fees at the start of the matter using templates or auto-creation, so everything is captured upfront and ready for billing later.
Generate the bill
At completion, raise and approve the client invoice in InTouch. The invoice syncs straight into Xero, updating ledgers across both systems automatically.
Client makes payment
Your client pays via Xero using its online payment options, or you reconcile the payment in Xero. Either way, the payment is captured against the invoice.
Payment syncs back
InTouch pulls the payment from Xero, clears the debtor on the matter, and keeps your ledgers and reports fully up to date without manual chasing.
Work where the work happens
InTouch embeds client accounting directly in the case file, so receivables, billing and statuses sit alongside tasks, documents and client communications. There’s no need to juggle a separate client accounting system, reducing the risk of missed line items.
Two-way sync with Xero keeps office and client money entries aligned with your general ledger and bank feeds. Reconcile matter transactions through Xero’s wide-ranging banking connections to keep your P&L and balance sheet up to date.
Compliance and security, designed for legal
Accounts‑Rules‑minded
Clear double-entry and ledger display designed for legal cashiering.
Proactive safeguards
Automated reconciliations, configurable checklists, breach alerts, and exception reports.
Audit‑ready record‑keeping
Every transaction, edit, and reversal is recorded with a clear audit trail.
Reporting that stands up
Generate the compliance outputs you require without days of data wrangling.
FAQs
Do we still need an accounting system?
Yes. InTouch integrates two‑way with Xero for business accounting, while client and office money activity is captured within the matter and synced accordingly.
What exactly syncs?
Bills raised in InTouch sync to Xero; client payments made via Xero return to InTouch and automatically clear the debtor on the matter.
How does this help with compliance?
You get clear ledger presentation, an end‑to‑end audit trail, automated reconciliations, and breach/exception reports, so you can evidence compliance quickly.
Can we pre‑configure typical disbursements?
Yes. Pre‑set standard items (e.g., searches, bankruptcy fees, Office Copy Entries, Land Registry, professional charges) so they’re never missed at billing.