Document Management and Storage Services for Insolvency Practitioners UK
At PDM, we understand the specific challenges insolvency practitioners face when managing and storing large volumes of financial records and supporting documentation. From company accounts and bank statements to correspondence and legal files, the need to keep these materials secure, accessible and well organised is critical. Our services are designed to make this process as straightforward and efficient as possible.
When dealing with administrations or liquidations, practitioners are often required to investigate financial records in detail. This includes accounting for changes in financial positions, reconciling bank statements and preparing accurate reports for creditors and regulators. Handling these tasks manually is time-consuming and resource-intensive, particularly when working with physical documents. We can help by extracting transaction data from paper or digital bank statements and converting it into an Excel spreadsheet format. This process includes verifying transaction details, dates and balances to ensure accuracy.
Our scanning and data capture services also support practitioners in creating fully searchable digital archives. By digitising records, we remove the burden of storing paper documents and allow practitioners to find key information quickly. Our secure systems mean sensitive data is protected at all times, and we process and store all information in the UK to comply with relevant data protection standards.
We are experienced in supporting practitioners with the preparation of court bundles and related legal documents. Whether in digital or hard copy format, we can reproduce these to exact specifications, including pagination and secure electronic delivery where needed. Our high-capacity scanning and printing equipment allows us to handle large volumes of material within tight timescales, helping practitioners to meet deadlines with confidence.
For those who need a more integrated approach, our cloud-based document management software gives authorised users instant access to files from any location. This flexibility is particularly useful when working across multiple cases or with colleagues in different offices. Practitioners can securely share information with stakeholders and keep full control over who can view, edit or download documents.
We also offer a hybrid mail service that bridges the gap between physical and digital communications. Incoming mail is collected, scanned and delivered to a secure portal, while outgoing mail can be uploaded directly from a desktop. This reduces time spent on manual mail handling and cuts operational costs.
At PDM, we handle all services in-house. This means practitioners can rely on us for consistent standards, fast turnaround times and complete confidentiality. Our fees for transaction data extraction are classed as a Category 1 expense, making them recoverable as part of the administration or liquidation process.
Efficient Document Management Tailored to Insolvency Practitioner Needs
By working with us, insolvency practitioners gain a trusted partner who understands the importance of accuracy, security and efficiency in document management. We are here to support you in meeting your obligations and managing your caseload with less stress and more clarity.
