By Role
Finance & Trust
Protect trust. Improve cash flow.
Stay compliant, reduce lock-up and gain complete financial control across every matter, every branch and every fee earner.
For Finance Managers, Trust Account Managers and CFOs
Role Objectives
What success looks like.
- Trust account compliance, every day.
- Bill faster and more accurately.
- Reduce lock-up and debtor days.
- Cleaner audits and month-ends.
- Clear financial visibility for partners.
Daily Challenges
What gets in the way.
- Trust compliance risk and manual reconciliations.
- Billing delays and write-offs.
- Rising debtor days.
- WIP accumulating without action.
- Audit preparation eating weeks.
Typical KPIs
How the role is measured.
Lock-up days
Debtor days
Realisation rate
Collection rate
Trust balance accuracy
Days to bill
WIP value
Write-off %
Common Risks
What can go wrong.
- Trust account non-compliance.
- POPIA / FICA / VAT exposure.
- Revenue leakage from uncaptured time.
- Cash flow shortfalls.
- Audit findings and reputational damage.
How Legal Interact Helps
Legal accounting, trust, billing and collections on one financial engine — purpose-built for law firms.
Legal accounting and trust ledgers
WIP management and one-click billing
Automated reminders, payment plans and online payments
Live debtor and lock-up dashboards
POPIA, FICA and VAT compliance built in
Audit trail and reconciliation tools
Recommended Solutions By Firm Size
The right fit for where you are.
Solo & Boutique · 1–5 Users
Winlaw
Mid-Size · 5–50 Users
WinlawPractice Manager Pro
Enterprise · 50+ Users
Practice Manager Pro
Relevant Health Check Categories
Benchmark the pillars that matter for your role.
Billing Collections Time Capture Governance
Assess Billing & Collections Trust compliant. Cash flowing. Audits easy.
Benchmark your billing, collections and trust compliance against the lifecycle pillars, then see the platform in a working session.
