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The Osprey Approach all-in-one legal software solution for SME law firms
The Osprey Approach solution combines comprehensive case management, powerful practice management, compliant legal accounting, and streamlined client management that helps make running your law firm easier.
- Legal Case Management Software
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.
Features of our case management solution include:
- Law Practice Management Software
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.
Features of our practice management solution include:
- Legal Accounting Software
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.
Features of our legal accounting solution include:
- Client Management Software
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.
Features of our client management solution include:
Trusted by law firms across the UK
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Successfully switch to Osprey Approach
Get support with your data migration
Your dedicated project manager will assist you with retrieving your existing data from your current system, preparing it to be imported, and then importing it all to Osprey.
There’s always telephone-first support
As you’re migrating to Osprey you’ll have priority support to minimise disruption with your team. Once live, your team will always be able to call our UK support team for help and advice.
Access unlimited training
Unlimited training is included as standard because confident users’ equal happier staff and bigger returns for your firm. Train in a way that suits you with our array of group, one-to-one, online and video training sessions.
View all software training options >
Implementation timescales to meet your needs
You’ll be guided through our reliable implementation process that has successfully migrated hundreds of firms from software that no longer meets their needs to Osprey. We can offer a variety of timescales, support, and phased approaches to meet your firm’s needs.
Pavilion Row enhance client service and boost efficiencies with Osprey’s automated workflows
“One of the features we really appreciate is the workflows and it’s another reason why we chose Osprey. The workflows allow us to easily monitor the work we’re doing and from a management point of view, it allows us to oversee processes and ensure we’re delivering the right level of service.
“From the client point of view, one of the benefits of workflows, and Osprey generally, is that everyone is working to the same consistent process, so we’re very much a team.”
Why UK law firms use Osprey Approach legal software
All-in-one legal software
One platform for all your departments. Manage your cases, clients, compliance, and accounts within Osprey. A single system that provides visibility of cashflow, profits, risk, and productivity.
Continued support & training
You’re not alone when using, utilising, or learning the Osprey system. All inclusive telephone-first support and training for every users are available to your so your team can use Osprey to perform their best.
Customisable to your firm
You’ll have access to a library of core reports, templated workflows, and document templates to get you started. But everything can be customised, edited, and reviewed so you can work in the way that suits your firm.
Access data migration support when you upgrade to Osprey
Move your essential data, financials and documents to Osprey with the help of our implementation team. We can migrate data from all major legal software suppliers including but not limited to:
Quill
Insight Legal
Leap (with or without Xero)
SOS & Linetime
Advanced products – ALB and Tikit (P4W)
Clio (with or without Xero)
Access products – DPS software, Proclaim Eclipse, Select Legal
Practice Evolve
Indigo
Cognito
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
- Can I transfer my current cases into the new software?
During the implementation process, our data migration experts can support you in migrating existing data and documents from another legal software solution into Osprey Approach. This will help you maximise your use of our case management software and ensure you’re up and running as soon as possible. Find out more about our implementation services.
- How much does case management software cost?
The cost of case management software (CMS) is based on multiple factors including the numbers of licences you require, the existing data you need to migrate and the additional services you need. When reviewing the cost of legal software suppliers it’s important to compare like for like when reviewing the features, functionality and services that are included in cost. At Osprey, we can provide a cost once we understand your firm’s needs, so please book a demo with us so we can get to know your firm and understand if Osprey is suitable. Included in every Osprey licence you receive unlimited support and training plus many other additional service. Find out more here.
- What features should my case management solution have?
Below are all the essential features that all good case management software (CMS) solutions require to help you effectively manage your legal cases. These features must be fully integrated and a core part of the system.
Case management
The fundamentals of inputting and storing related client and case data and documents against a matter forms the basis of any CMS. This will enable you to easily search for and organise your cases effectively.
Task and date management
The ability to manage your calendar, assign and create tasks, monitor case progression and stay on top of key dates and deadlines. Osprey Approach enables automation of these key repetitive tasks so you can be confident you’re always on top of your to-do list.
Document & form creation
Your CMS should enable you to quickly and easily create new documents using your brand guidelines and from templated and approved documents if set up by your firm. Ideally, like with Osprey Approach, this process can be automated and documents and forms can be auto-populated using the data you store against the matter.
Document management
The ability to store, organise and collaborate on documents and files from within the platform. You must be able to quickly search for and find documents within the CMS. Additionally this will allow you to easily build case bundles, saving your hours of time.
Time recording
Streamline your billing processes and improve the accuracy of your finances with integrated time recording. You should be able to record units in real-time using a stopwatch, after the task or in bulk. The CMS needs to allow various fee structures, flat fee rates and legal aid billing to be most effective.
Accounting & billing
To ensure accuracy and to get paid faster your CMS should have a specialised, integrated legal accounting solution. This should include separate client and office accounts, automated billing and invoicing functionality to streamline the process from initial enquiry to case completion.
Client & third party web portal
To improve communication and collaboration, your CMS should provide a secure web portal that enables you to share and receive data, documents, case updates, and e-signatures online. A client portal is crucial for delivering a modern, frictionless client service that wins good review, referrals, and recommendation.
Automated workflows
To maximise efficiencies, the tasks and actions involved in any legal case, no matter the area of law, should be able to be built into a workflow to enable automation and standardisation. Osprey provides configurable specialised workflows for a variety of areas of law so you can streamline your processes.
Integrations
You need to make sure your CMS connects with your other key business tools and software applications so that your case management solution can become the centralised platform for all operations. Key integrations include your email client, Word, e-signature tool and forms and search providers.
Compliance tools
To ensure you’re delivering legal services in line with regulations and your firm’s accreditations your CMS should provide some base level compliance tools to help lawyers stay compliant, to reduce risk, and overhead costs.
Practice management solution
To provide a complete, end-to-end view of your operations and enable ultimate control your case management software and functionality will be a part of a wider practice management solution. This will enables firm-wise reporting, enquiry management, CRM, and top-level compliance functionality. - What’s the best case management software for my law firm?
With so many legal case management solutions to choose from it can be difficult to know what’s right for you firm. To start with, consider what your firm’s current challenges and future goals are in order to decide what you want your case management software to achieve. Once you know what you want it to achieve you can complete deeper due diligence when attending demos and asking questions about the features and functionality of the solution and if it’ll meet your needs.
- Do you integrate with other legal software services?
Yes, Osprey Approach integrates with various market-leading business tools and legal software services including DocuSign, Microsoft 365, InfoTrack and many more. Manage your entire firm through a centralised platform so you can streamline operations. Find out more information on our integration partners here.
- What if my current provider won’t provide me with my data?
Unfortunately, some suppliers try to make it difficult to move from their system. But, your data is not theirs to keep.
Holding on to your data also breaches the data protection legislation and the LSSA’s standards.
Our data experts, however, are used to these practices and can assist you with the best approach for retrieving your database. We will also recommend the data you need and the format to get it.
- How do you implement new legal software?
We have created a free guide that discusses how to implement legal software successfully into your firm, which covers how to plan, what to expect and top tips for success. Download the guide here.
We follow a tried and tested, eight stage implementation process that supports all firms and users migrating to Osprey.
You can also view our Getting Started guides on our customer Academy to understand the processes and stages taken to implementing Osprey into your firm. You’ll have a dedicated project manager, high-priority access to our support team, and an account manager to ensure you’re supported during the process.
Resources to help you switch software
A guide to legal software implementation: 6 FAQs answered
This article answers the six most frequently asked questions that we get from legal professionals who are looking to implement new practice and case management software.
Find Out More
Farnworth Rose Solicitors
Discover how Farnworth Rose Solicitors adopt a continuous improvement mindset to reduce risk and improve efficiencies.
Find Out More
A guide to legal software implementation: How to simplify data migration
To avoid costly delays or mistakes, we list six steps to help simplify the data migration processes, whilst sharing best practices for cleansing, formatting, and utilising your data.
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.
