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.
More services
Post Completion including SDLT, Registration, Closing
We handle all post-completion tasks, including Stamp Duty Land Tax (SDLT), property registration, and closing procedures, ensuring a seamless client experience.
Back office ledger & financial
Our back office ledger and financial services keep your financial matters in order. We handle ledger management, financial reporting, and related tasks, allowing you to... 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
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
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.
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