To achieve that vision, Robertson Murdie has partnered with two of the legal industry’s most forward-thinking providers: Cashroom and Clio.

Why Cashroom?

Rather than building an in-house finance team or relying on traditional outsourcing, Robertson Murdie selected Cashroom to manage its legal cashiering and financial operations.
Jamie Robertson explains their choice:

“What set Cashroom apart was that it is not a Practice Management Software (PMS) provider bolting on cashiering services. Legal accounting is what Cashroom lives and breathes—nothing else… We now have the confidence of knowing that our financial processes are managed by professionals who truly understand the complexities of legal financial regulations… Partnering with Cashroom was a strategic decision to ensure not just efficiency, but also full regulatory compliance.”

Key benefits of choosing Cashroom included:

• Regulatory Expertise: Co-founded by Les Cummings, then Chief Accountant at the Law Society of Scotland, Cashroom has had Scottish compliance at its core since inception.
• Scalability & Flexibility: With a 150-strong team of legal finance experts, Cashroom provides a scalable service model that grows with the firm.
• System Agnosticism: Unlike other providers tied to specific PMS platforms, Cashroom integrates with any system—allowing Robertson Murdie to choose Clio as their preferred platform.
• Security: Cashroom’s custom-built portal with Cyber Essentials Plus certification provides secure, encrypted financial data transfer—far surpassing the outdated reliance on email still used by others.

Chris O’Day, CEO of Cashroom, shared: “We are thrilled to welcome Robertson Murdie to the Cashroom family. As a worldwide organisation, we continue to see innovation and excellence thrive in Scotland. Our collaboration is a perfect example of how forward-thinking firms can leverage both legal financial expertise and cutting-edge technology to build the next generation of law firms.”

Why Clio?

Clio’s powerful, cloud-based Practice Management Software stood out for its usability and seamless integration.

David Murdie, having used Clio as previously, noted: “The system gives the ability to design workflows… Clio’s most appealing feature is the app integration, meaning we have excellent data consolidation and a lack of duplication… The semi-automation of client onboarding is a massive bonus. So far, so good – our printer hasn’t arrived yet, and we haven’t missed it!”

Clio’s key advantages include:

• Scottish-Specific Compliance features
• Automated Workflows to streamline time tracking, billing, and document management
• Anytime, Anywhere Access via cloud-based tools
• Clio-Cashroom Integration, enabling real-time financial visibility

A Blueprint for Scottish Legal Innovation

By prioritising outsourced financial management and cloud-based legal tech, Robertson Murdie is avoiding the costly and inflexible structures of traditional firms. Their fixed-fee model, tech-forward strategy, and scalable operations signal a new era in Scottish legal services.

Jamie Robertson adds: “We’re really excited to develop our relationship with Cashroom and Clio… We’re an ambitious pair and one of our strategies is to scale by acquisition. Ultimately, if we’re not built to scale then that particular branch of our business strategy fails… Chris didn’t blink when we told him our plans. A great start!”

As more Scottish firms explore new ways of working, Robertson Murdie provides a real-world example of how innovation and smart partnerships can deliver lasting success.

“Seeing a promising new startup like Robertson Murdie adopt legal technology from day one is refreshing and positive. Not only does it help shape their business by positioning them for efficiency, compliance, and hopefully long-term success, but the adoption of both Clio and Cashroom, who are partners of the Law Society of Scotland, also contributes to the future of how legal practices are run in Scotland.”

Jack Rowberry, Business Development Manager, Law Society of Scotland

Want to learn how Cashroom and Clio can transform your law firm? Get in touch today and discover the power of modern legal technology and financial expertise.
Clio and Cashroom are both Law Society of Scotland Approved Suppliers 2025.

Read the full article on the Cashroom website here: www.thecashroom.co.uk/shaping-the-future-of-scottish-law-firms