Insights from the Matterly team
Practical guides for UK solicitors, whether you are setting up a new firm or running an established one: compliance, billing, technology and growth.
Starting a law firm in the UK: the software checklist
Opening your own practice? Here is what a new UK law firm needs in place from day one, from SRA and AML obligations to billing, and the software that covers each one.
28 September 2026 · 4 min readComplianceThe SRA Accounts Rules for new firms, in plain English
What counts as client money, where it has to be kept, how often you must reconcile, and when you need an accountant’s report: the SRA Accounts Rules explained for new and small firms.
28 September 2026 · 3 min readRunning a firmWhat practice management software really costs a small law firm
The monthly per-user price is only part of the story. Here are the questions to ask about set-up, add-ons, contracts and exports before you commit, whether you are a new firm or an established one.
28 September 2026 · 2 min readSwitching softwareMoving your firm off spreadsheets and email folders
Many established small firms still run on spreadsheets, shared drives and inbox folders. Here are the signs you have outgrown them, and a step-by-step plan for moving to a practice management system.
28 September 2026 · 2 min readSwitching softwareWhat to look for when switching legal software
Thinking of replacing your firm’s practice management system? Check data exports, remote working, trust accounting migration and pricing before you sign, and plan the cut-over as a project.
28 September 2026 · 2 min readThinking about switching your firm’s software? Talk to our team.