Quarterly product updates

Greater control across your firm

This product update introduces new ways to simplify operational processes, strengthen client and contact data, and improve connectivity between the systems your firm relies on every day.

Updates in this release include:

  • Expense and overtime claims
  • Contacts and organisations
  • Marketing and GDPR management
  • Contact exports
  • Outlook add-in improvements
  • Perfect Portal enhancements
  • Time recording improvements
  • Larger email attachments
  • Platform stability updates

Strengthening finance, billing and compliance

This product update introduces new tools to help firms manage finances more effectively, improve matter oversight, and stay compliant with changing requirements. Enhance visibility with real-time bank connectivity and gain greater control over billing, undertakings and Legal Aid submissions.

Updates in this release include:

  • Plaid integration
  • Matter undertakings
  • VATable disbursements
  • Legal Aid contingency period updates

The smarter way to manage matters & clients

This product update introduces a smarter way to manage matters and clients. Improve organisation and visibility with centralised workspaces, reporting tables, and seamless integrations that bring key data together in one place.

Updates in this release include:

  • Custom Data Pages
  • Client & Matter Notes
  • Contacts & Organisations
  • Key Dates
  • New Minerva and Katchr integrations

Level-up your matter & client management

This product update provides a new way to manage your matters and clients. Improve organisation and visibility of key data with workspaces and reporting tables that combine dashboard reports and powerful features in one place.

Updates in this release include:

  • Matter & client workspaces
  • InfoTrack integration enhancement
  • NEW Perfect Portal integration
  • Client & matter tables

Introducing the new era of Osprey Approach

Simplified navigation, quicker access to data, and streamlined onboarding flows form part of the first update in the new era of Osprey Approach.

Updates in this release include:

  • Osprey home dashboard
  • Navigation & search
  • Conflict of interest
  • New client & matter onboarding

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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.

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.

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