CILEX Online Training – Technical & Practical

Online Workshops

All CILEx Online training is delivered live, interactive and is recorded. We bridge the gap between ‘face-to-face’ and online training by applying a blended approach. Questions can be posed to trainers throughout the workshops with quizzes/polls and breakout rooms being used to engage with attendees.

Workshops can be continuously replayed for 60 days after broadcast.

Current Workshops

CILEx vs SRA: The Accounts Rules (1 hour)

Whether you’re considering transferring regulator or concerned over the recent proposal discussions between CILEx and the SRA on a proposal to transfer the regulation of CILEX’s members to the SRA, this short 1 hour workshop has the differences covered.  Details and Booking.

CILEX Accounts Rules
CILEx Accounts Rules – The Essentials (3 hours)

This workshop explores the main provisions of the Chartered Institute of Legal Executives Accounts Rules in conjunction with the detailed guidance issued by CILEx. By cutting through the jargon you will learn how to apply the accounts rules in a practical and technical manner ensuring that clients’ money is protected and handled correctly. Details and Booking.

An Introduction to Legal Accounting (1 hour)

This workshop is designed to meet the needs of individuals seeking to learn about the role of a legal cashier/legal bookkeeper and accounting within a law firm. It will give an introduction to legal accounts and how it all fits within legal practice. It is ideal for new starters and for those returning to legal practice and accounts.  Details and Booking.

Residual Balances (2 hours)

This workshop has been designed to meet the needs of those with an interest in learning how to tackle the age-old problem of residual client ledger balances. As the image indicates, don’t sit on them.  Details and Booking.

VAT Within Law Firms VAT for Legal Accounting Darren Whelan VAT Disbursements Recharges Brabners
VAT within Law Firms (3 hours)

VAT is a complex and ever changing tax.  This workshop is designed to focus on the areas that cause the most confusion and the areas that we see HMRC specifically target law firms during a VAT inspection.  Details and Booking.

Disbursements, Recharges & VAT (1 hour)

This workshop focuses on the correct treatment of disbursements for VAT purposes and recharged overheads. It will look at HMRC’s definition of disbursement and it will explore the VAT Act 1994, Notice 700 and case law.  Details and Booking.

Bank Reconciliation (1 hour)

How a firm carries out and prepares bank reconciliations is a good indicator of the overall control environment within a firm. It’s one of the key controls – period.  Details and Booking.

Billing Within Law Firms
Billing within Law Firms (3 hours)

In this workshop we explain what the solicitors’ bills rules are, look at billing procedures and processes, ensuring that VAT is accounted for correctly in accordance with the VAT Act 1994 and the Brexit changes. It will also look at the different categories of bills that can be issued. Details and Booking.

Managing Cash Flow (1 hour)

This workshop will walk you through the process of accurately predicting your most vital figures. You’ll learn more about liquidity and what affects it and find ratios that are right for your business.  Details and Booking.

Third Party Managed Accounts (30 mins)

CILEx Accounts Rules and guidance is clear that Third Party Managed Accounts can be used as an alternative to the use of a client account or alongside an existing client account. This workshop explains what one is, the types of TPMA, CILEx expectations and requirements and the advantages and disadvantages in using one. Details and Booking.

Practice notes and training sessions represent the Association of Legal Compliance & Accounts’ view of good practice in a particular area. They are not intended to be the only standard of good practice that firms can follow.

Practice notes and training sessions are not legal advice, and do not necessarily provide a defence to complaints of misconduct or poor service. While we have taken care to ensure that they are accurate, up to date and useful, we will not accept any legal liability in relation to them.

Frequently Asked Questions

Why Online?

All ALCA online training is delivered live, interactive and is recorded. We bridge the gap between ‘face-to-face’ and online training by applying a blended approach. Questions can be posed to trainers throughout the workshops with quizzes/polls being used to engage with attendees.

Workshops can be continuously replayed for 60 days after broadcast.


  • Reduced cost
  • Can be taken anywhere on any device – no travel time or cost
  • Shorter and more efficient than face-to-face
  • Live and interactive
  • Recorded and can be replayed at your leisure

Depending on your subscription and the length of the workshop, the pricing is as follows:


Online (1 hour)

Online (2 hours)

Online (3 hours)

On Demand






No Access

No Access




No Access

No Access






Our online workshops are delivered via Zoom. You can access the session via your computer, tablet or mobile device.

Details on how to join the online session will be provided on receipt of payment.

We recommend you run a system test and check your internet speed by clicking HERE.

If your firm prevents you from using Zoom, please contact us.

There is no requirement to attend live but we advise that you do as this will be the best experience for you. Don’t forget, you can pose questions live to the trainer and join in with the interaction if you attend live. Also, be mindful that you have access to the recording for 30 days, after which, it will no longer be available.

Not at all. We prefer it if candidates do as it makes the training more engaging but it is not mandatory to turn your camera or microphone on during the training session.

If you don’t have a microphone, you can still pose questions using the chat facility.

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