Practice & case management software features
Discover all the features and functionality, within the Osprey Approach all-in-one practice and case management solution, that make running a law firm easy.
All-in-one legal software solution for SME law firms
Discover the features and functionality within the four primary Osprey solutions:
Case Management Software Features
Improve efficiency, productivity, and profitability with an effective, centralised legal case management software that ensures regulatory compliance and reduces human errors. Osprey is a true end-to-end system that manages the case management lifecycle from initial query to completion.
Automated workflows
Drive long-term efficiencies by automating and standardising repetitive legal tasks using our 50+ templated, but customisable workflows.
Document management
Easily create, edit, store, and share documents. The digital file system improves accessibility to speed up production and improve client service.
Legal forms
Access a free library of legal forms or integrate with Lexis Smart Forms, all from one platform to save you time and reduce errors.
Time recording
Increase your billable hours whilst reducing your admin with the easy to use, and accessible on the go, digital time tracking tools.
Integrations
Osprey integrates with the best legal practice management tools and services so you can manage all your applications from one place.
More functionality…
Court bundles
Easily build, edit, and share court bundles.
Conflict of interest
Complete conflict of interest checks easily to mitigate risk.
Data capture
Capture client data using digital questionnaires.
Auto-populate data
Automatically populate documents with data stored in Osprey.
Task management
Stay on top of tasks, appointments, and deadlines.
Build your own workflows
Use our no-code builder to create your own workflows.
Compliance workflows
Standardise compliance tasks across teams.
Digital file & storage
Centrally store and organise your files digitally.
Practice Management Software Features
Our powerful, multi-device cloud-based software has helped thousands of lawyers to run a profitable firm and deliver excellent client care. With a comprehensive suite of features built into our software, all areas of your legal practice will be connected and streamlined to maximise success.
Reporting & BI
Empower your firm with real-time performance and financial data that’ll help you to stay competitive and improve long-term success.
Compliance software
Integrate and centralise all your compliance tasks and procedures into one complete platform helping your firm to reduce risk and protect client data.
Third party portal
Improve efficiencies and boost productivity with a secure client portal that allows you to work effectively with third parties.
Legal apps
Access Osprey from the palm of your hand with our legal software apps that help you maximise productivity.
Cloud software
Easily manage a hybrid working firm by storing your files securely in the cloud so your teams stays connected.
More functionality…
Core reporting suite
Access a library of over 50 core reports.
Report writer
Create custom reports using any data held in Osprey.
Time tracking reports
Real-time insights to monitor team productivity.
Role-based permissions
Role-based access and controls to protect data.
Legal audit tools
Collect, prepare, and monitor data for legal audits.
GDPR
Implement best practices and stay GDPR compliant.
Conveyancing compliance
Conveyancing compliance tools to help reduce risk.
Document sharing
Securely share documents and collaborate online.
Legal Accounting Software Features
Without time-consuming admin tasks, you can speed up the month-end processes and run a streamlined accounts department with ease. Our legal billing software allows you to centralise your accounts into one system, which reduces errors, improves productivity, and provides the visibility you need to drive your firm forward.
Law office accounting
Manage your law firms and client’s finances using the Osprey legal accounting solution that requires no third-party integration.
Legal billing software
Reduce admin and bottlenecks between fee earners and cashiers to speed up your billing process, so you can get paid faster.
Financial Reporting
Improve visibility and accuracy of your billing and financial data so you’re always in control of your firm’s profitability and future.
More functionality…
Requisitions
Improve cashflow with digital requisitions.
Client ledger
Track clients’ financials with dedicated client ledgers.
MTD & VAT
Digitally submit your VAT submission to HMRC.
Nominal ledgers
Clear and simple nominal ledgers to manage office accounts.
Legal aid billing
Improve the profitability of your Legal Aid cases.
SRA compliance
Easily meet the requirements of the SRA Accounts Rules.
Legal Client Management Software Features
Exceed your clients’ expectations and provide a convenient and modern onboarding and case management experience using Osprey Approach. The software helps you to balance driving efficiencies for the firm whilst delivering excellent client care.
Client onboarding
Provide a convenient service for your clients with a digital onboarding experience that positively impacts your bottom-line.
Client portal
Provide a convenient and quality service to your clients with a secure web portal that modernises legal onboarding and case management.
Branded mobile app
Enhance the client onboarding and case management process using a branded mobile app suitable for all areas of law.
Enquiry management
Easily manage your clients from initial enquiry through to case completion using Osprey, the all-in-one practice management solution.
Legal CRM
Osprey’s fully integrated legal CRM system provides a single source of truth for all your client and prospect data.
More functionality…
Email management
Effectively manage emails and stay on top of communications.
Client collaboration tools
Enhance collaboration to improve the client experience.
e-signatures
Digitally sign and complete contracts quicker.
Client care letter
Digitally create and send templated client care letters.
“One of the best things about Osprey is the reporting system. It’s really useful for managing your day-to-day time and being able to monitor that to the minute is great.”
Greg Bowyer, Associate Solicitor & Collaborative Lawyer, Ellis Hass & Co
Legal software for all areas of law
Osprey provides features and functionality suited to all areas of law. With specialised apps, powerful features and automated workflows, our solution provides the tools to stay focused and increase efficiencies.
Conveyancing
Family Law
Criminal Law
Wills & Probate
Litigation
Commercial
Immigration
A future-proofed solution for any firm size
Osprey scales to meet your needs so you can be confident you’re investing in a long-term solution that provides flexibility and configurability.
Small firms
As a small firm, you and your team juggle a lot. With limited resources we know you’re likely to wear many hats and Osprey helps you to multi-task, manage your workload and drive your business forward with ease.
Medium to large firms
Osprey helps to centralise and standardise your operations so growing teams, clients and cases are easier to manage. Take control of your entire firm and gain the visibility you need to drive your business forward with a single end-to-end platform.
Resources
How good business habits can deliver long term success
The start of a new year is the perfect time to focus on breaking those bad personal and business habits. Discover how building solid digital foundation can deliver long-term success.
Find Out MoreHow to reduce the cost and time of staying compliant
Discover five ways to reduce the cost and time of staying compliant using case management software to streamline and centralise.
Find Out MoreMaximise success by implementing a continuous improvement mindset
Discover the benefits of implementing a continuous improvement mindset in this guide and download the five-point CI plan to help you succeed.
Find Out MoreAccess 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.