Building a Future-Ready Firm: How Robertson Murdie is Redefining Legal Practice in Scotland with Clio & Cashroom

Building a Future-Ready Firm: How Robertson Murdie is Redefining Legal Practice in Scotland with Clio & Cashroom

The Scottish legal landscape is evolving rapidly, and for newly established firm Robertson Murdie, that’s not a challenge—it’s an opportunity. Founded in 2023 by experienced solicitors Jamie Robertson and David Murdie, the firm was built from the ground up to embrace innovation, prioritise efficiency, and provide a modern client experience.

From day one, they made two strategic decisions:

1. Implement Clio as their cloud-based practice management software
2. Partner with Cashroom for expert outsourced legal cashiering

Together, these solutions provide a streamlined, scalable foundation—one that allows Robertson Murdie to focus on what matters most: delivering exceptional legal services.

A Modern Firm with a Clear Vision

Robertson Murdie is not your typical start-up. With a fresh slate, the firm chose to break away from traditional legal business models. They offer fixed-fee services and a paperless, tech-enabled approach that puts the client experience first.

Their decision to partner with Clio and Cashroom wasn’t just about tools—it was about building the kind of firm they wanted to run.

Clio: The Right Platform for Growth

With Cashroom handling legal accounting, Robertson Murdie turned to Clio to run their legal operations. After evaluating the options, they chose Clio for its user-friendly design, powerful integrations, and robust support for Scottish firms.

Why Clio stood out:

1. Cloud-based flexibility: Work securely from anywhere, at any time.
   Read about case management in Clio → 
2. Automation & integrations: Clio reduces admin and integrates seamlessly with other tools, including Cashroom.
   Read about Clio’s integrations  → 
3. Scottish compliance: Designed to meet Law Society of Scotland requirements.
   Read about Clio’s Industry Leading Security →
4. Streamlined onboarding: Clio’s paperless intake process is a perfect fit for their modern workflow.
   Read about Clio Grow  → 

Why They Chose Cashroom

Starting a new firm comes with big responsibilities—particularly around financial compliance, regulatory requirements, and operational oversight. Rather than hiring in-house staff to manage this complexity, Robertson Murdie chose Cashroom, the UK’s leading provider of outsourced legal finance support.

Key reasons they partnered with Cashroom:

1. Expert compliance: With roots in Scottish legal regulation, Cashroom ensures full alignment with Law Society of Scotland standards.
2. Scalability: Cashroom’s 150-strong team grows with you—ideal for a firm like Robertson Murdie with ambitions to scale by acquisition.
3. System flexibility: Cashroom works with any PMS, meaning Robertson Murdie could choose the best software for their needs.
4. Security & efficiency: Their secure portal reduces risk and saves time, replacing email-based processes with real-time collaboration.

A Blueprint for Modern Scottish Firms

Robertson Murdie is part of a new generation of law firms in Scotland—agile, tech-enabled, and client-focused. By building their infrastructure around trusted partners like Clio and Cashroom, they’ve created a firm designed to grow.

With modern technology, outsourced expertise, and a clear vision, Robertson Murdie isn’t just keeping up with the changing legal landscape—they’re helping to shape it.