Billing & Financial Management

Outsource your billing process to us.

Let us handle your conveyancing bills

From sending out quotations to post completion, we do it all!.

You can outsource your client financials to us.  We deal with bills, completion statements, shortfalls and surpluses calculated using either your or our systems to ensure as early as possible and on completion a client knows how much money they need to pay or will be receiving on completion.

We recommend carrying out an initial completion statement at the point of title check so that your client has no unexpected surprises, followed by a pre-exchange completion statement, by which point you / we should be in possession of all required financial information.

We can also offer additional services such as reconciling client funds with transactions to ensure accurate amounts are held.  We are also able to deal with post completion balances – see our other links for more details.

More services

Administrative & secretarial services

Our dedicated administrative and secretarial support team ensures your legal operations run smoothly. From appointment scheduling to document ingestion and preparation, we can handle it... read more

Audio typing & transcriptions

We provide accurate audio typing and transcription services, converting spoken content into written form, facilitating legal documentation and record‑keeping with both human and automated solutions.

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

Title Checking

Ensure peace of mind with all-inclusive Title Check services. OSOI’s experienced team provides a comprehensive Title Report, advising on the property’s rights, covenants, and benefits.... 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

We help you do more for less

Contact OSOI today to discuss your needs and receive your free insight.

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