Case Study Complete Convey

Complete Convey is a CLC regulated firm established in 2015 by Mark Thompson & Nick Thompson who are brothers and solicitors.  The business has developed and grown over the last 7 years and there are now 4 directors and 14 other members of staff operating out of Bamber Bridge near Preston.  Initially dealing with residential conveyancing transactions, the company has progressed and now deals with all types of conveyancing as well as wills, probate, trusts, powers of attorney and other related types of legal work.

“We were referred to Cashroom by a trainer for LEAP legal software who was handling our accounts initially. We were a very small firm at the time of transition, the whole process was seamless. We use Cashroom services for our day to day posting for both office and client accounts, bank payments, VAT returns, Xero and month end reports.

The Cashroom has been a huge benefit to our business. It enables us to have a cashier on hand all year round without any staffing worries such as holiday cover or absences.  The work undertaken for all aspects of legal cashiering is done by the Cashroom from the day-to-day postings and setting up of payments to the preparation of reports and VAT returns in readiness for our approval.  There is a great depth of knowledge in all aspects of legal cashiering which means that queries can be quickly resolved.

The Cashroom work with incredible speed and efficiency and a high degree of accuracy. The team are always personable, friendly and helpful.

For anyone who has an outgoing or retiring cashier I would suggest that a move to Cashroom is a no-brainer. For those firms who already have in house cashiers, the support provided by the Cashroom would be of huge benefit.”

Mark Thompson | Director,  Complete Convey Property Lawyers