About the Client
Client Account is a technology-driven, ASIC-regulated platform built for law firms to streamline client fund management. Operating under an Australian Financial Services Licence (AFSL), the platform provides a secure and transparent solution for managing client funds, digital payments, compliance, and reporting.
The Key Challenge
Law firms managing client funds require a secure and compliant system that can handle transactions, payments, reconciliations, reporting, and regulatory requirements while maintaining clear separation of client money.
Ensure transactions and fund management align with ASIC and AFSL requirements.
Replace manual trust account processes while maintaining client fund protection.
Support electronic disbursements, incoming payments, and matter-level fund allocation.
Provide instant visibility into balances, transaction history, and fund movements.
Ensure client money remains separated under a regulated custodial structure.
Control user permissions across internal teams and external stakeholders.
Our Solution
We developed Client Account as a secure, compliance-focused platform that combines regulated client fund management with digital payments, real-time tracking, and automated compliance workflows.
Trust Account Management
Replaces manual trust account processes while maintaining appropriate client fund protection and custodial segregation.
Digital Payments & Fund Tracking
Supports electronic payments, incoming funds, matter-level allocations, and real-time transaction tracking.
Automated Compliance & Reporting
Provides automated compliance controls, audit-ready records, and dashboards for monitoring balances, transactions, and regulatory requirements.
Technology Stack
Client Account is built using a MERN Stack with cloud-based infrastructure, combining React for the web interface with Node.js for backend processing and secure cloud storage for client funds and transaction data.
Used to build the interactive web dashboard and compliance views.
Used for backend processing and client fund management.
Used as the core technology architecture of the platform.
Used for secure, encrypted storage and scalable infrastructure.
Used for payment processing, reconciliation, and audit trails.
Used to securely handle client funds and transaction logs.
Supports the platform's financial technology and digital payment capabilities.
Result
Client Account modernizes client fund management for law firms by combining regulated custodial services, digital payments, automated compliance, and real-time reporting within a single platform.