Make it easier for your firm to stay compliant
Avoid any potential risks or compliance breaches and keep your firm’s operations running smoothly with Osprey’s conflict of interest searching tool. Thoroughly search through your client and case details to gain results in a matter of seconds, from a centralised database that avoid hours of manual searching and unwanted conflicts.
Centralise data for improved compliance
Save time on admin
A digital database of client and case information makes searching for clients, and completing conflict checks to stay compliant, quicker and easier.
Comprehensive search
Perform a thorough search of your client information using additional fields then simply the clients name, such as addresses, date of birth, phone number, to improve results.
Workflows to enhance efficiency
Conflict searches can be conducted via Osprey’s workflows, helping fee earners integrate compliance best practices into their daily tasks.
Conflict of interest search key features:
Auto-save to matter history
All conflict of interest search results are saved in the matter history for easy reference.
Search results in seconds
Using the global search bar, which is accessible anywhere within Osprey, find client information for your conflict of interest in only a few clicks.
Simplify case searching
After inputting a client’s information, your results will also link to the appropriate case the client is linked to, making searching for specific data much simpler.
Automate with workflows
Complete conflict searches via the Osprey customisable compliance workflows to help streamline and standardise the questions involved in a conflict of interest search.
Option to include archived matters
Easily include archived matters in your conflict of interest searches too.
Empower your firm by working smarter
Improve efficiency, productivity, and profitability using Osprey’s all-in-one case management system. Exceed your client’s expectations and reduce time spent in admin by streamlining the case management lifecycle with features to aid in client onboarding, time recording, document production, and much more. Also make use of many top-shelf business tools integrated right into Osprey.
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The Osprey Approach All-in-One Solution
The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management so you can run an effective and profitable firm.
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Access better software support and an all-in-one solution
Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.
