Matter management, trust accounting, and SRA compliance on a modern cloud platform. Fixed-price implementations for UK legal practices.
Law firms operate differently from other professional services businesses. Everything revolves around the matter — time recording, disbursements, client money, billing, and compliance all tie back to individual cases. Most generic ERP systems force legal practices into a workflow that does not fit.
Dynamics 365 provides a matter-centric platform where the project module becomes the foundation for legal workflows. Trust accounting with full SRA compliance, time recording with rate cards and narrative templates, automated billing across multiple fee structures, and CRM for business development and client relationship management — all integrated in a single Microsoft ecosystem.
Veriland delivers fixed-price D365 implementations for UK law firms, from high-street practices to mid-market commercial firms. We understand SRA Accounts Rules, client money segregation, conflict checking, and the operational reality of running a legal practice.
Maintaining segregated client money accounts with full audit trails, automated trust-to-office transfers, and SRA Accounts Rules compliance.
Fee earners failing to record time accurately or promptly, leading to revenue leakage and billing disputes with clients.
Multiple fee structures — hourly, fixed, conditional, capped — often varying by matter type, client, and fee earner seniority.
SRA regulation, AML checks, GDPR subject access requests, conflict of interest checking, and professional indemnity documentation.
Disconnected client data making it difficult to track referral sources, cross-sell across practice areas, and measure BD effectiveness.
Matter documents scattered across network drives, email, and legacy systems with no consistent version control or access management.
Matter accounting, trust ledgers, time recording, and billing for small-to-mid-sized firms.
Client relationship management, referral tracking, and BD pipeline.
Multi-entity, multi-office legal practices with complex trust accounting and intercompany billing.
Partner dashboards, utilisation, lock-up, WIP ageing, and practice area performance.
“Veriland understood our trust accounting requirements from the first conversation. The D365 implementation was delivered on time, and our SRA compliance reporting is now automated rather than a quarterly scramble.”
Finance Director, Finance Director at UK Commercial Law Firm
Yes. D365 Business Central can be configured with segregated client money accounts, automated trust-to-office transfers, and full audit trails that satisfy SRA Accounts Rules. For larger firms, F&O provides multi-entity trust accounting with intercompany reconciliation.
D365 uses its project module as the foundation for matter management. Each matter is a project with its own cost tracking, time recording, disbursement capture, billing rules, and profitability reporting. Matter-specific extensions on AppSource add conflict checking, document management, and court deadline tracking.
For many firms, yes. D365 covers matter management, time recording, billing, CRM, and financial management in one platform. Firms with highly specialised needs (e.g. conveyancing case management, personal injury workflows) may use D365 alongside a specialist PMS, connected via integration.
D365 supports time recording via desktop, mobile, and Outlook integration. Fee earners can record time against matters with configurable rate cards, activity codes, and narrative templates. Time entries flow directly into billing without re-keying.
All common legal billing models: hourly rates, fixed fees, conditional fees, capped fees, blended rates, and retainers. D365 supports automated bill generation, draft bill review, e-billing (LEDES format), and direct integration with payment platforms.
A Business Central implementation for a small-to-mid-sized law firm typically takes 6–10 weeks. Larger firms with multi-office, multi-entity, or complex trust accounting requirements may take 10–16 weeks on F&O.
Yes. We regularly migrate from systems including Tikit P4W, Leap, Clio, PracticePanther, Proclaim, and bespoke Access databases. Master data, open matters, client balances, and trust ledgers are migrated with full validation.
Yes. Our team has delivered D365 implementations for SRA-regulated firms. We understand SRA Accounts Rules, client money segregation, GDPR subject access requests, anti-money laundering (AML) obligations, and professional indemnity documentation requirements.
Browne Jacobson deployed Dynamics 365 Finance & Operations as the backbone of their Matter Management System — giving fee earners, partners, and finance teams a unified view of matters, costs, and profitability.
Veriland built a production property search platform for a UK water utility processing 4,000+ orders per month — then rebuilt it from scratch as VeriConvey, an AI-native SaaS product bringing agentic automation to the entire UK conveyancing industry.
Wessex Searches transformed conveyancing with a new D365 Commerce ordering platform — automating search fulfilment, customer communications, and back-office operations across six data providers.
Book a discovery call to discuss how D365 can handle your trust accounting, matter management, and billing — at a fixed price.
Or call us directly: 01625 569 777
