Making it happen in 2021: how does moving to Osprey Approach work?

Many of us returned to work perhaps having made a New Year’s resolution. But what about making a resolution for your firm, too? Now’s the ideal time to think about how to help your firm become more profitable, efficient and compliant in 2021.

A great place to start is to look at the case management system that your firm is using. Does it work hard enough and smart enough for you and, with an ever-growing number of cyber security threats, is it secure?

If the answer to any of these questions is ‘no’, now would be a good time to realise the many benefits of Osprey’s cloud-based case management software.

When we start talking to you about your implementation, we’ll ask questions such as whether you require a full ledger import, which documents you would like to be migrated, and whether a full conversion is necessary.

Project planning day

On project planning day, you’ll discover how to work with Osprey easily on a daily basis – and we’ll familiarise you with the system as a whole, so that you’re able to undertake everyday tasks at an early stage.

Then, working with our implementation experts, we’ll run through questions such as your office location(s), accounting methods, fee structures, case management settings and more besides.

Full system set up

Our implementation team sets up your firm’s Osprey enabled site and all of the required settings your need, helping to ensure that your implementation runs smoothly.

When we receive your client and financial data it goes through robust checks before being added to your system.

Preparing for ‘go live’

Before your ‘go live’ date, you’ll have access to a training site that mirrors the look, feel and functionality of your Osprey environment.

To ensure all your staff are able to use Osprey from day one, we can implement software training plans to take place prior to your firm’s go live date.

“On our go-live date, a team of experts from Osprey Approach arrived to assist our staff across our offices, going desk by desk to ensure everybody knew how to get started. The Windows 10 desktop app has made onboarding our staff very straightforward and people got going immediately. Since going live, any questions we’ve had for the support team have been answered promptly and the help webinars have been extremely useful.”

Tracy Daly, Davies Blunden & Evans

High priority support

Our support and training teams will be aware of your go live dates and will be ready to take any calls from your staff, treating them as highest priority. They will be fully briefed about your set up and will understand anything specific to your firm.

Which implementation is right for your firm?

Most of our customers choose to go live with only specific elements of Osprey Approach. For instance, it may suit you to go live with your client and matter data before your legal accounts, or you may prefer for everything to go live at the same time – it’s up to you.

All inclusive training and support

We’re proud to say that our support doesn’t end once Osprey is implemented. All of our customers benefit from our all-inclusive training and software support, ensuring you and your staff are working as effectively as possible.

Once Osprey has been bedded in, we will visit your firm to ensure that everything is running smoothly – and we’ll provide guidance on how you can make the most of Osprey, too.

If you’re interested in giving your firm a fresh start for 2021, or would like to find out more about our cutting-edge case management system, we’d be delighted to hear from you.

Please get in touch with our sales team or book your free, no obligation demonstration online.