OSS® for professional services

Client files held offline, matter by matter

Solicitors, accountants, consultants and advisers hold their clients' most sensitive material. Offline Secure Storage® keeps the client file physically disconnected inside one of our bunkers, so it cannot be reached remotely between authorised retrievals.

  • Offline by default
  • Identity locked access
  • Hardware encrypted

Who this is for

  • Law firms, chambers and paralegal teams
  • Accountancy, audit and tax practices
  • Management consultancies and advisory firms
  • Wealth managers, IFAs and corporate finance advisers

Physically disconnected by default, in one of our bunkers.

A team of professionals joining hands in a modern office, representing a professional services firm protecting client files offline

1

vault per fee earner

2TB to 300TB

capacity range

Client matter

files kept confidential per matter

£0

due today

02Why it matters

A breach at the firm is a breach at every client

Practices are targeted because they concentrate what their clients would never leave online, and confidentiality cannot be restored once it is gone.

One intrusion reaches hundreds of matters

A single online archive holding every client file turns one compromised account into a firm-wide notification event, with each client answering to its own regulator.

Concentration is why practices are targeted.

Privilege and confidentiality are one-way doors

Once privileged advice or audit working papers leave the firm, no remediation puts confidentiality back. The obligation was to prevent the exposure.

SRA and ICAEW obligations are preventative.

Clients now ask how their file is held

Panel reviews, tenders and insurer questionnaires ask where the copy sits. A physical control answers the question better than a policy statement.

Diligence questionnaires ask where the copy sits.

What changes for the practice

Restricted client material owned by a named person, and the retained archive out of the online estate.

Client files in a shared network folder

One vault per fee earner, owner verified

Closed matters left in live systems

Retained archive physically disconnected

Retention explained in a policy

Retrieval recorded per authorised session

Archive locked into a provider platform

Dedicated hardware you legally own

03The range

Offline Secure Storage® configured for professional services

Most practices put a seat with each fee earner who handles restricted material, then move the closed matter archive into Storage behind it.

Vault seat

2TB per fee earner

Partner seats

Vault seat 2TB per fee earner

£360

per seat per month inc VAT · 36-month commitment · £0 due today

Partners and fee earners holding privileged advice and live matter papers.

24/7 on-demand access per seat

  • Dedicated physical hard drive per seat
  • 2TB Offline Secure Storage® per user
  • Identity locked access with MFA
  • Retrieval recorded per person
  • Setup and ongoing support
Most chosen

Vault seat

4TB per fee earner

Vault seat 4TB per fee earner

£480

per seat per month inc VAT · 36-month commitment · £0 due today

Engagement teams working several matters or audits in parallel.

24/7 on-demand access per seat

  • Dedicated physical hard drive per seat
  • 4TB Offline Secure Storage® per user
  • Identity locked access with MFA
  • Retrieval recorded per person
  • Setup and ongoing support

Storage

20TB

Firm archive

Storage 20TB

Quoted

priced on capacity · 36-month commitment

Closed matters, working papers and retained records the firm must keep.

API and SFTP retrieval during an authorised session

  • 20TB starting capacity, expandable in 20TB steps
  • Separation by client, matter or engagement
  • Bunker, on-premises or hybrid deployment
  • Dedicated hardware you legally own
  • Onboarding and integration support
04Compare

Against the options practices usually weigh

Cloud document management and on-premises file shares compared with physical disconnection.

Question Cloud backup or archive On-premises copy Offline Secure Storage®
Reachable while nobody is working on the file? Yes, continuously Yes, on the network No, disconnected between sessions
Who owns the client file A tenancy and its administrators Folder permissions One verified fee earner per vault
Closed matter retention Archive tier, still online Left on the file share Separated capacity, offline until recalled
Answer to a client or panel review Provider certifications Internal controls A physical control on hardware you own

Written to be fair to the alternatives. Keep the backups you use daily, and read the full comparison pages if you want the technical detail.

05What goes in

What goes into the vault

Material that must be kept but does not need to be online. It stays physically disconnected until you ask for it.

01

Client matter files

Privileged advice, pleadings, contracts and closed matter papers.

02

Audit and tax working papers

Engagement files, computations, evidence and review notes.

03

Client acceptance records

KYC, conflict checks, engagement letters and independence assessments.

04

Retained obligations

Material held for a fixed retention period with no live access need.

Read the full guide to what should be stored offline
06Setup

How it is set up

Four steps from first conversation to a vault that is offline by default.

  1. 01

    Decide who needs a seat

    Start with the partners, fee earners and engagement leads who genuinely hold restricted client material.

  2. 02

    Verify each owner

    Every seat is identity verified, so a client file always has one accountable owner.

  3. 03

    Move the closed archive

    Retained material and closed matters go into Storage, separated by client or engagement.

  4. 04

    Disconnect between sessions

    Seats and the archive return to a physically disconnected state once a session ends.

07Specifications

Specifications at a glance

Ownership model One vault per fee earner
Capacity per seat 2TB, 4TB or 8TB
Firm archive 20TB to 300TB and beyond
Access 24/7 per seat, API and SFTP for the archive
Accountability Retrieval recorded per person
Default state Physically disconnected
Encryption Hardware level AES-256
Location Held in one of our bunkers
Minimum commitment 36 months
Due today £0
08FAQ

What partners and practice managers ask first

The objections and questions that come up before anyone commits.

Mark Fermor
David Bailey
Kenny Phipps
Online Now
Concierge

Not sure which vault fits?

Tell us what you need to hold offline and we will recommend the configuration.

Takes about 2 minutes. No account needed.

Free2 minsNo sign-up

Vault seat 4TB per fee earner · £480

per seat per month inc VAT · 36-month commitment · £0 due today

See range

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