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Client Funds & Trust Accounting
Keep client money exactly where it should be. Track deposits, disbursements, and balances per client with a transparent, auditable ledger.
Handle client money with confidence
Managing funds held on behalf of clients demands precision and a clean audit trail. Lawna records every deposit and disbursement against the right client and matter, so balances are always accurate and ready for review.
A clear, compliant ledger
- Per-client balances: Always know how much you hold and for whom
- Deposit & disbursement tracking: Every movement is logged
- Linked to matters: Funds tie directly to the relevant case
- Audit-ready records: Transparent history for every transaction
- ✓Stay compliant with client-money handling rules
- ✓Avoid reconciliation headaches at month end
- ✓Full traceability for every deposit and payout
- ✓Connects seamlessly to invoicing and billing
