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.