Client accounting software
InTouch client accounting, powered by Xero
Run client money and office money with confidence in InTouch, with clear ledgers, safeguards, and an audit-ready trail on every matter.
Client accounting is also known as trust accounting in Australia, New Zealand and other regions.
Why firms choose InTouch for client accounting
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Enter fees and disbursements once on the matter in InTouch, and keep Xero updated automatically.
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Raise bills from the matter and see payment status at a glance, so it’s easier to follow up.
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Built for legal client money, with clear ledgers, checks, and a strong audit trail.
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See matter balances, debtors, and billing in one place, without jumping between systems.
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View client and office money together on the matter, so fee earners and cashiers always see the same figures.
How it works
Capture receivables
Add common fees and disbursements to the matter using templates, automatically through your quote calculator or manually for when you need to add those ad hoc fees, so everything is captured early and ready when it’s time to bill.
Generate the bill
Raise and approve the client invoice on the matter in InTouch, with a clear breakdown and a full record of what was billed and when.
Send to Xero for accounts and payments
Once approved, the invoice syncs to Xero, where your live bank feeds make reconciliating, and payment handling seamless.
Keep the matter up to date
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.
Why Xero?
Trusted global accounting platform
Xero is used in over 180 countries by more than 4.6 million subscribers, and is built for small businesses and their advisors.
Built for bank feeds and reconciliation
Xero connects to over 21,000 financial institutions worldwide, pulling transactions into your accounts to make reconciliation quicker and more accurate.
Invoicing and getting paid
Create and send invoices, automate reminders, and take online payments by card or direct debit through connected payment services.
A wide app ecosystem
Connect Xero to 1,000+ apps in the Xero App Marketplace, so you can extend reporting, payments, and wider workflows as your firm grows.
Security and assurance
Xero is certified as compliant with ISO/IEC 27001:2022 and provides SOC 2 reporting for assurance purposes.
Compliance and security, designed for legal
Security and resilience built in
Azure-hosted with encryption in transit and at rest, 2FA and permissions, Cloudflare protection, new-device alerts, and independent pen testing.
Built around legal accounts rules
Clear client and office ledgers on each matter, with the history you need for legal cashiering and day-to-day checks.
Reports you can rely on
Run the compliance reports you need for reviews and audits, without spending days pulling data together by hand.
Proactive safeguards
Built-in controls help catch problems early, with automated reconciliations, configurable checklists, alerts when something looks wrong, and exception reporting.
Audit-ready record keeping
Every posting, edit, and reversal is recorded with time stamps and a clear audit trail, so it’s easy to see what happened and why.
FAQs
Is client accounting the same as trust accounting?
Yes. Trust accounting is the term used in Australia, New Zealand and some other jurisdictions for what UK firms call client accounting.
Do we still need Xero?
Yes. InTouch is designed to be powered by Xero for business accounting and reconciliation, while keeping client and office money activity tied to the matter.
What does InTouch handle vs Xero?
All client accounting can be carried out on the matter inside InTouch and Xero can be used for all your back end business needs.
What exactly syncs between InTouch and Xero?
Client invoices and credit notes raised in InTouch sync into Xero, and payments recorded or reconciled in Xero sync back to InTouch to update the matter balance and clear the debtor.
How does this help with compliance?
You get clear ledgers, a full audit trail, reconciliations, and exceptional reporting so you can evidence compliance quickly.
Can we pre-configure typical disbursements?
Yes. Set up standard items such as searches, Land Registry fees, and professional charges so they are easier to capture and less likely to be missed.