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

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

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.

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.

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

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

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

We help you do more for less

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

Get in Touch