How to enhance the client experience part 2: 5 ways Osprey can help law firms create effective client care letters 

A well-crafted client care letter is essential for setting clear expectations, ensuring compliance with SRA regulations, and enhancing the client experience. However, manually drafting these letters for every new client can be time-consuming and prone to errors. Osprey Approach provides law firms with the tools to streamline and improve the process, helping firms create professional, compliant, and client-friendly care letters with ease. 

For more information, please visit the SRA client care letter here.

Here are five ways Osprey can support law firms in creating effective client care letters: 

1. Automating client care letter generation 

Manually drafting client care letters for each new client or matter is inefficient and increases the risk of inconsistencies. With Osprey’s document automation tools, law firms can generate client care letters using pre-approved templates that automatically pull in client and case details from the system. 

Benefits: 

• Saves time by eliminating manual data entry. 

• Ensures consistency across all client communications. 

• Reduces errors by auto-populating key information. 

3. Streamlining client onboarding with a secure web portal

Traditional client care letters are often sent via post or email, which can lead to delays and missed communications. Osprey’s secure client portal allows firms to share client care letters digitally, providing clients with instant access to their documents in one convenient location.

Benefits:

• Clients can securely access and review documents anytime, anywhere.
• Reduces reliance on postal services and manual follow-ups.
• Enhances the client experience by offering a modern, digital-first approach.
• E-signatures via DocuSign integration allow clients to sign documents directly in the portal, speeding up the process and ensuring compliance.

4. Enhancing efficiency with automated workflows 

Sending a client care letter is just one part of the onboarding process, and ensuring it happens at the right time is crucial. Osprey’s automated workflows allow firms to embed client care letters into their standard onboarding procedures, ensuring that every new client receives the correct information promptly. 

Benefits: 

• Automates the process to reduce manual admin. 

• Ensures every team member follows the same process for consistency. 

• Improves response times, making onboarding faster and more efficient. 

5. Simplifying document signing with e-signatures 

Getting a signed client care letter back from a client can be time-consuming, especially if they need to print, sign, and return it manually. Osprey integrates with DocuSign, allowing firms to request e-signatures, speeding up the process and improving client convenience. 

Benefits: 

• Clients can sign documents digitally from any device. 

• Reduces delays in getting client agreements finalised. 

• Provides a secure, legally recognised method of signing documents. 

Improve client communication and compliance with Osprey 

A well-structured client care letter helps law firms establish strong client relationships while ensuring compliance with SRA regulations. By leveraging Osprey’s automation tools, secure document-sharing capabilities, and e-signature integration, law firms can streamline their processes, reduce administrative burdens, and provide a better client experience. 

With Osprey, firms can ensure that every client receives a professional, compliant, and easy-to-understand client care letter—helping to build trust from the very first interaction. 

Book a consultation to discover how Osprey Approach can help you effectively complete conflict of interest checks.  

For further advice and best practices you can view parts one and three of our SRA Client Care Letters guides. 

Disclaimer

This guide is not intended as legal advice. For detailed guidance on the SRA Code of Conduct, please visit the official SRA website.