Client funds administration: compare & choose

What is Client funds administration?

Lawyers and notaries manage money that is not their own, under strict rules. Client funds administration keeps that money separate, links it to the right matter and provides a watertight, auditable administration, so you meet the professional rules.

Unlike ordinary bookkeeping, client funds administration works with a separate foundation administration, matter linking and watertight reconciliation for audit.

Key features of client funds administration

Separate administration of client funds
Linking to the right matter
Watertight reconciliation and audit
Payment and transfer overview
Link with case management and accounting

In law and the notarial profession, a watertight client-funds administration is a hard professional requirement. Good software keeps money separate and auditable, so you can demonstrate everything instantly at review. When comparing, what matters is separation, matter linking and auditability.

What to look for when choosing client funds administration

whether it offers a watertight, separate administration
references from comparable firms or notaries
matter linking and reconciliation
link with accounting
implementation time, training and vendor support

Switching software touches your whole practice. Selecting sharply up front on the features, integrations and usability that matter to your practice prevents a costly misstep.

How WeMatch.Tech helps you choose

WeMatch.Tech helps law and notarial firms choose fitting software. Tell us about your client funds, your matters and your integrations; we compare the market and compile a tailored shortlist within 48 hours, free of charge and based on your selection criteria.

Free & no obligation

How many employees does your organisation have?

So we can tailor the advice to your size.

What is the main reason to look at software now?

So we can look specifically for what solves it for you.

When do you want a solution in place?

So we know how urgent it is.

Where may we send your personal advice?

You receive a tailored Client funds administration shortlist.

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How can we reach you?

A short call makes the advice sharper.

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Within 48 hours you receive personal advice on the best Client funds administration for your situation.

How it works

Three steps to the right choice

Tell us your situation

In a short intake call we map your organisation, processes, systems and budget. No jargon, no standard questionnaire.

We compare the market

Our specialists put the best-fitting packages side by side on what really matters: functionality, integrations, scalability and price.

You choose with confidence

Within 48 hours you receive a clear shortlist of options that fit. Free and no obligation, you stay in control.

Frequently asked questions about client funds administration

The price of client funds administration depends on your company size, required features and number of users. WeMatch.Tech maps suitable options with indicative pricing for you, free of charge.

That depends on the size of your organisation, your way of working and your budget. Based on your selection criteria we compile a tailored shortlist within 48 hours.

After a short introduction you receive a shortlist within 48 hours. We then schedule demos with the best-fitting vendors so you can decide quickly and confidently.

From a few weeks to several months, depending on the size of your organisation, data migration and the number of integrations. A realistic plan upfront prevents overruns; we assess this per vendor in the selection.

Usually yes: look for standard integrations with the systems you already use and an open API for custom links. Integrations are a fixed part of our comparison, so there are no surprises.

Client funds administration for professional services