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Legal cashier – application consultant

Cardiff
Matters.Cloud
Application consultant
Posted: 13h ago
Offer description

About

is a modern legal practice management platform designed to streamline matter management, billing, and financial workflows for law firms. Built with flexibility and automation in mind, it helps legal teams operate more efficiently while maintaining compliance and control across their financial and operational processes.



As we grow we're building a team that enjoys solving real-world problems, pushing standards higher, and making a noticeable impact across the business. If you’re after a role where the expectations are high, the work matters, and your impact is clear - this is it.


The Role

We are looking for a Legal Cashier - Application Consultant to join our team. This role is ideal for an experienced Legal Cashier who wants to step into a more consultative, technology-focused position. In this role you will:

* Act as a bridge between legal finance teams and software solutions
* Use your real-world cashiering experience to help firms implement and optimise
* Work in a client-facing, problem-solving environment within a growing legal tech company
* Support firms in achieving accuracy, compliance, and efficiency in their financial workflows


Key Responsibilities

Client Consultation & Requirements Gathering

* Engage with clients to understand workflows, billing models, and financial controls
* Run workshops covering time recording, disbursements, client accounting, and billing cycles
* Map cashiering processes including client/matter ledgers, approvals, and compliance requirements

Solution Design & Configuration

* Configure billing modules, including time capture, billing rules, and fee structures
* Design workflows for client accounts, office accounts, reconciliations, and reporting
* Implement document management configurations (security, metadata, templates, lifecycle rules)
* Produce clear configuration documentation and design specifications

Implementation & Deployment

* Support system setup in line with legal accounting standards (e.g. SRA Accounts Rules)
* Assist with data migration (chart of accounts, transactions, balances, documents)
* Support integrations with finance systems, DMS, and payment platforms
* Coordinate testing and go-live support

Training & User Adoption

* Deliver training to finance teams, fee earners, and support staff
* Guide users through new billing and cashiering workflows
* Provide post-implementation support

Ongoing Support & Continuous Improvement

* Troubleshoot issues across billing and cashiering systems
* Recommend improvements to efficiency, compliance, and reporting
* Stay up to date with legal tech trends and product updates


What We're Looking For

* Proven experience as a Legal Cashier in a law firm
* Experience with legal systems (e.g. Aderant, Elite 3E, LEAP, Clio)
* Strong knowledge of:
* Legal billing and time recording
* Client and office account management
* SRA / Law Society regulations
* Experience with document management systems (iManage, NetDocuments, SharePoint) (preferred)
* Ability to translate real-world processes into system solutions
* Experience or interest in configuration, UAT, data migration, and training
* Strong communication and stakeholder management skills


Personal Attributes

* Detail oriented with high accuracy in financial workflows
* Able to explain complex processes in a clear, structured way
* Problem-solver with a consultative mindset
* Strong interpersonal skills with a great personality
* Comfortable working in a fast-paced, evolving environment


Why Join Us

* Move from a traditional cashier role into consultancy
* Work on high-impact projects with leading law firms
* Develop skills in legal tech, automation, and financial systems
* Be part of a growing, ambitious team
* Gain exposure to varied clients and technologies
* Enjoy a hybrid and flexible working environment


Interview Process

* First stage interview with Office Manager & COO
* Second stage interview with CEO & COO


Benefits

* ✈️ 25 days’ annual leave (25 + bank holidays)
* 💰 Pension contribution via People’s Pension
* 💻 Top-spec Windows equipment
* ⛳ Optional team socials and events throughout the year (London)


Additional Information

* Remote role (UK-based applicants only)
* Applications close Monday 20th April

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