Balances & archiving
Make us your Balances & Archiving Partner.Smart solutions tailored to your needs
We simplify conveyancing with smart Balances & Archiving solutions.
At OSOI, we specialize in providing comprehensive balances and archiving services tailored specifically for law firms in the UK engaged in conveyancing work. With a deep understanding of the unique challenges faced by legal professionals, we are committed to help you streamline your operations and enhance your firm’s efficiency. Here’s a list of services we offer.
Balances Management
Our dedicated team ensures meticulous management of your firm’s balances, including client funds, disbursements, and other financial transactions. We prioritize accuracy and compliance to maintain the integrity of your financial records.
Archiving Solutions
We offer secure and efficient archiving solutions for your firm’s documents and records, including contracts, agreements, and correspondence. Our state-of-the-art archiving systems ensure easy access to information while maintaining confidentiality and data security.
Audit Preparation
Prepare for audits with confidence with our audit preparation services. We assist in organizing and documenting financial records, ensuring compliance with regulatory requirements and industry standards.
Legacy Data Management
Transition smoothly from legacy systems with our legacy data management services. We help migrate data from old systems to new platforms, ensuring continuity and accessibility of information.
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Non-Conveyancing Services
Beyond conveyancing, we offer a wide range of other services. We can help with business process, ISO accreditation, automation and software development as well as... read more
Conveyancing
OSOI provides a comprehensive conveyancing and legal support services tailored for the UK market, encompassing detailed title checks, mortgage and search reports, post-completion activities, and... read more
Mortgage Reports
Our Mortgage Reports are designed to simplify the process for you and your clients. OSOI compiles detailed reports based on the mortgage offers received from... read more
Sales Contract Pack
At OSOI, we recognize the significance of a thorough Sales Contract Pack in the property sales process. That’s why we place a high priority on... read more
Onboarding Client & Due Diligence
Our meticulous onboarding and due diligence services minimise risk and enhance compliance. We can assist with Know Your Customer (KYC), customer identification (CIP) and Anti-Money... read more
Billing & Financial Management
We assist with billing and prepare pre-completion financial statements, ensuring accurate client funds through transaction reconciliation. Our services promote a seamless completion process, and we... read more