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Legal Technology

Trust Accounting

Client money is the area where a law firm can least afford mistakes. Trust accounting keeps every shilling held for a client traceable from receipt to payment, and makes reconciliation a routine check rather than a month-end ordeal.

Three-way reconciliation

The bank statement, the trust cash book and the individual client ledgers should always agree. Global Wakili reconciles all three and shows any difference, so it can be explained and resolved while it is still small.

Read our plain guide to three-way reconciliation

Controls, not just reports

A payment that would take a client ledger below zero is stopped before it is posted, not discovered afterwards. Interest earned on pooled trust funds can be allocated across client balances on a pro-rata basis.

  • Practice Management

    Matters, clients, court dates, tasks and billing in one system, so the whole firm works from the same record.

  • Document Management

    Matter documents stored against the matter, with access controlled and every change recorded.

  • Industry

    Legal

    Law firms, legal departments and practitioners who need their matters, money and documents under control.

See Global Wakili with your own questions

Book a live walk-through with our team. Bring the questions your partners and accountants actually ask.

Or call +254 (0)724 178 878

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