Built for UK law firms. Not generic professional services.
SRA-compliant client accounts, CDD, matter management, engagement letters and conflict checks — the regulator vocabulary your firm uses every day, baked into the platform. PracticeBase for Law Firms is the second PracticeBase lane, tuned for UK solicitor and conveyancing practices with 2–10 staff.
Plain UK legal English. Real regulator language.
Generic “professional services” copy is forbidden on this page. We use the words the SRA, MLRO and COFA use every day — because that’s how your firm operates and how your clients ask about it.
The stack a UK law firm actually runs today.
Case management, SRA-compliant accounts, CDD, document management, conveyancing searches, cloud phone — six tools, six logins, six renewal dates. And three compliance roles (MLRO, COLP, COFA) reconciling between them by hand. PracticeBase replaces the lot.
Six tools. Three compliance roles. One firm.
- SWCase / matter management£125/mo
- SWSRA-compliant legal accounts£95/mo
- SWLegal-sector CDD / AML£58/mo
- SWDocument management£35/mo
- SWCloud phone system£55/mo
- SWConveyancing searches portal£45/mo
- !MLRO / COLP / COFA juggling compliance manually6h/wk
One platform. One bill. One UK legal-sector team.
- ✓Matter managementincl.
- ✓Legal accounts (client + office)incl.
- ✓CDD & AML complianceincl.
- ✓Time recording, WIP & s.69 billsincl.
- ✓Phone & client communicationsincl.
- ✓UK back office cashier (optional)add-on
- ✓Named UK legal-sector specialistincl.
Costs above are illustrative for a UK firm with ~120 active matters. Run the real comparison in the ROI calculator below.
The seven layers your firm runs on.
One foundation. UK-specific from L1 (matter management) through L7 (named UK legal-sector specialist). Two layers powered by named UK humans — your cashier and your support contact.
A specialist who knows SRA Accounts Rules.
Every PracticeBase for Law Firms client gets a named UK specialist trained on the SRA Accounts Rules and the operational rhythm of a small UK firm — typically ex-COLP or a former practising solicitor.
A named UK specialist who knows SRA Accounts Rules.
Automation runs quietly underneath. The relationship stays human, with a named UK support specialist available where your practice needs it — not a chat widget, not an offshore queue, not a different agent every time.
Client account three-way reconciliation broke — month-end
From sign-off to go-live in 90 days.
Six steps. One UK specialist. Matter migration, client account reconciliation and conflict-check porting handled in parallel — never as an 18-month transformation programme dressed up as a software rollout.
Migration checklist · days 16–30
- Export active matter list with parties + responsible solicitor
- Reconcile client account balance at cutover date
- Migrate engagement letter templates (firm-side review)
- Port conflict-check database with full audit trail
- Verify CDD / source-of-funds rescreening dates
- Configure undertakings register & file-review cadence
- Test client-portal access for active conveyancing matters
- Schedule SRA Accounts Rules walkthrough with COFA
- Confirm MLRO / COLP / COFA roles and reporting lines
- Confirm cutover date with managing partner
Client account and office account, separated by design.
The accounts layer is built around the SRA Accounts Rules — segregated client and office ledgers, three-way reconciliation as a one-click report, and a cashier workflow that lets your COFA sign-off in minutes, not days.
CLIENT ACCOUNT
Per-matter client ledgers. Office-to-client and client-to-office transfers with full audit trail. Designated deposit accounts handled on the same view.
THREE-WAY RECONCILIATION
Bank · cashbook · matter ledgers reconcile to the penny at month-end. One click. COFA signs off on the same screen.
UNDERTAKINGS REGISTER
Every undertaking given is logged against the matter with a status and a responsible solicitor. Released only by named partners.
PracticeBase is not a regulator. SRA-compliance remains your firm’s responsibility, but the rails are shaped for it — and your named UK specialist has run the same workflow inside a live UK firm.
One price band per firm size.
The law-firm lane uses the standard PracticeBase tiers, sized by active matters rather than tax clients. Annual commitment unlocks a 20% discount.
- Practice management
- Accounting & bookkeeping
- AML / KYC compliance
- UK support — business hours
- Everything in Core
- Phone & client communications
- 90-day onboarding specialist
- UK support — extended hours
- Everything in Pro
- Payroll & HR
- Monthly strategy session
- Priority UK support
- Everything in Elite
- Dedicated account director
- Custom UK back office allocation
- Quarterly business review
Annual commitment unlocks a 20% discount on any tier. UK back office is priced separately by hours allocated, not bundled.
Law-firm lane — common questions.
Is PracticeBase SRA-compliant?
PracticeBase is not a regulator and SRA-compliance remains your firm's responsibility. The Legal Accounts layer is built around the SRA Accounts Rules — segregated client and office ledgers, three-way reconciliation, and an undertakings register — and your named UK specialist is trained on that workflow.
Does PracticeBase support a client account and office account?
Yes. The Legal Accounts layer provides per-matter client ledgers, designated deposit accounts on the same view, office-to-client and client-to-office transfers with full audit trail, and one-click three-way reconciliation that the COFA signs off in minutes.
Which law firm size is this for?
UK solicitor and conveyancing practices with 2–10 staff and 75–400 active matters. The vertical lane is in pilot.
Does PracticeBase replace our CDD tool?
Yes. CDD and AML compliance — source-of-funds, ID verification, ongoing monitoring — is the L3 layer in the PracticeBase stack, included on every tier.
Book a 20-minute practice review.
One call with a UK specialist. We map your current stack, score your vendor sprawl, and show you what an avoided hire looks like in your numbers. No sales theatre.