Practice management & legal tech resources

Advice, guidance, and inspiration to help you run a more efficient, profitable law firm. Discover how to utilise practice and case management software to create the foundations for running a successful business. Reduce errors, increase efficiencies, stay compliant, enhance client service, and do more with less with the right software solutions and business habits in place. Through articles, guides, webinars, and interviews, the Osprey Blog looks at the best ways to maximise return on your legal software investments so you can reach your goals easier and quicker.

Practice management & legal tech resources

How to stay compliant when onboarding new clients part 3: Common conflict check pitfalls most SME law firms face and how to overcome them

In this guide, we explore the most common mistakes law firms make when conducting conflict checks and offer practical tips on how to overcome them. From inadequate training to overlooked processes, we cover the key areas that could lead to compliance risks and how to avoid them for a smooth and compliant client onboarding process.

How to stay compliant when onboarding new clients part 2: 3 digital tools to complete a compliant conflict check

Onboarding new clients requires careful conflict checks to comply with the SRA Code of Conduct. In this guide, we explore three essential digital tools, including case management software, that law firms can use to streamline and automate conflict checks, ensuring greater accuracy and compliance during client intake.

How to stay compliant when onboarding new clients part 1: A guide to conflict checks

Conducting thorough conflict checks is a critical part of legal client onboarding, helping firms comply with the SRA Code of Conduct and avoid ethical breaches. In this guide, we explore the key steps for performing conflict checks, common pitfalls to avoid, and how technology—like Osprey Approach—can help law firms streamline the process.

Behind the scenes at Osprey Approach: How we prioritise feature development

Ever wondered why certain feature requests aren’t implemented right away? In this article, we take you behind the scenes of Osprey Approach’s development process to explain how we prioritise features, balance competing demands, and ensure we deliver the most value to our clients.

Master the business of law: Fundamentals and best practices

James Markham and Darren Mee, authors of The Legal MBA, offer expert insights on mastering the business side of law. Drawing from their extensive experience, they share practical advice for running a successful law firm.

How to be SRA accounts rules compliant part 3: The common client residual balances challenges most SME law firms face

Managing client residual balances is essential for compliance with the SRA Accounts Rules. Osprey Approach provides law firms with integrated tools to streamline processes, automate tasks, and maintain accurate records, ensuring no balance goes unnoticed. Explore how Osprey simplifies compliance management.

1 2 3 ...

Running a successful modern law firm

To remain competitive modern law firms need to implement successful business habits. We believe there are four fundamental mindsets and associated habits that firms should adopt for long-term success:

Check out our Build Better Habits webinar series where we’re joined by legal experts to share advice and best practices on running a successful law firm.

Watch Webinars

Utilise legal technology to reach your goals

Discover our curated content to help improve productivity and efficiency across your law firm. We can help you utilise legal technology to streamline, centralise, and enhance your operations. Choose a category to find out more:

CASE MANAGEMENT SOFTWARE

Practice Management

Legal Accounting

Client Management

SOLUTIONS

SWITCH TO OPSREY APPROACH

Resources

Type

Topic