Acting as the regional subject matter expert on client money compliance, helping firms set up Clio in ways that support their obligations under the Solicitors Regulation Authority (SRA) Accounts Rules in England and Wales, and equivalent rules in Scotland, Northern Ireland, including determining which reporting approach will satisfy specific compliance requirements. Leading the resolution of complex client accounting issues and escalations, including reconciliation differences, client ledger corrections, and account migrations, diagnosing whether a discrepancy is caused by user error, system configuration, or an underlying product issue, and working closely with our Support, Product, and Engineering teams to resolve it.