Easily track, manage & control your document versions
Stay in control of your documents with a clear audit trail of every amendment. With Osprey’s built-in Revision History, you can easily view, manage, and restore previous versions of any document — no more manually saving files as “V2_final_FINAL.docx”.
Whether changes are made by your team, your client, or third parties, all edits are automatically recorded and accessible in just a few clicks. It’s version control made simple — so your firm can stay compliant, collaborative, and efficient.
Improve collaboration and compliance
Maintain an audit trail
Access a full history of changes made to a document, including when they were made and by whom – helping you stay on top of edits and maintain transparency.
Restore previous versions
Quickly preview or download older versions to review what’s changed or restore content when needed.
Collaborate with clients and third parties
Revision History works in both the desktop and web portal versions of Osprey, so you can also track and manage changes made by clients or external users.
Key features of Version Control
Automatic version logging
Every time a document is edited and saved in Osprey, a new version is automatically created and logged – no manual versioning needed. This provides a complete history of changes so your team can stay consistent, accurate, and compliant across all matters.
Comment tracking
Alongside each saved version, any associated comments are recorded – giving you important context behind each change. Whether it’s internal notes or client feedback, comments help streamline communication and clarify decision-making.
One-click access to previous versions
To view a document’s edit history, simply right-click and select ‘Revision History’. You’ll be able to scroll through previous versions, preview content, or download copies – so earlier drafts are always just a click away.
Web portal compatibility
Revision History works in both the Osprey desktop app and the client-facing web portal. That means changes made by clients or third parties are tracked just as easily, giving you full visibility across all collaborators.
Generate and manage legal documents digitally
Save time, ensure consistency, and stay organised using Osprey’s case management system. Speed up document production through auto-population using branded templates that can be integrated into automated workflows. These can then be sent to clients through the web portal or mobile app, giving your firm the opportunity to modernise and enhance client service.
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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.
