The Osprey product update – Q3/4 2025

The evolution of Osprey continues as we closed out 2025 with a powerful set of enhancements designed to increase financial clarity, elevate compliance, and give your firm greater confidence across every matter.

This release introduces our new Plaid integration for real-time bank connectivity, enhanced tools for managing matter undertakings, flexible VAT options for disbursements, and essential updates for Legal Aid contingency period submissions. ‑time bank connectivity, enhanced tools for managing matter undertakings, flexible VAT options for disbursements, and essential updates for Legal Aid contingency period submissions.

These updates help your team stay accurate, efficient, and fully informed — all from within Osprey.

Seamless financial visibility with Plaid integration

Osprey utilises Plaid to securely connect Osprey and your bank accounts, giving firms real-time access to bank data and low-cost payment tools from within your case management system.‑time access to bank data and low‑cost payment tools from within your case management system.

Instant account connectivity

Link your firm’s bank accounts securely through our Plaid integration to view balances and transactions in real time – without relying on manual checks or shared banking access.

Key benefits include:

• Real-time bank feed: View up-to-the-minute balances and transactions directly in Osprey.
• Secure, compliant access: Support your accounts team without exposing bank login credentials.
• Multiple accounts supported: Easily manage both client and office accounts across different banks.

Get paid faster with integrated payment links

Generate secure online payment links in seconds, helping clients pay invoices instantly.

• Low transaction costs
• Works across any connected account
• Reduces administrative steps and speeds up cash collection
• Improves compliance by reducing manual entry of bank details

This integration creates a more connected, streamlined financial workflow for every department.

We are an agent of Plaid, who powers this integration. You can connect your current account via Plaid, who provides account information services (AIS) securely through us as their agent.

Enhanced tools for matter oversight

Matter undertakings

Managing undertakings is now clearer and more controlled. These updates help teams avoid premature matter closure and maintain full visibility over outstanding commitments.

Key improvements

• Clear status indicators: Matters show “Outstanding undertakings” or “Undertakings complete” in multiple locations, including the workspace details panel.
• Archiving protection: Users are prevented from archiving matters that still have outstanding undertakings, with clear warnings displayed when necessary.
• New undertakings page: A single, centralised view of all undertakings across the firm for better oversight.

This enhancement gives supervisors and fee earners greater clarity and reduces risk across all practice areas.

Greater billing accuracy with VATable disbursements

Billing disbursements is now far more flexible, ensuring VAT is applied correctly and consistently.

What’s new

• Choose VAT on any disbursement: Fee earners can now apply VAT regardless of how the disbursement was originally posted.
• Simplified billing: Ideal for cases involving travel, mileage, transferred costs, and other mixed categories.
• Improved requisition workflow: Reduces manual adjustments and ensures invoices always reflect the correct VAT treatment.

This update gives firms better control over billing accuracy while reducing time spent correcting invoices.

LAA SaBC Fee Code update for contingency period matters

The Legal Aid Agency now requires a single fee code for all contingency period submissions (April–December 2025) made through the new SaBC service.

In accordance with recent LAA regulations, you can now select the applicable fee code within the contract work forms editor, which will autofill fields such as ‘stage reached’, ‘youth court’ and ‘duty solicitor’, removing the need to manually enter the relevant information. The selected fee code and associated details will then be pulled through to the Legal Aid CSV file.

Key Dates

• 4 February 2026 — SaBC goes live
• 17 February 2026 — Deadline for January 2026 submissions
• 18 February–20 March 2026 — Period for uploading historic contingency claims

Step-by-step guides are available in Osprey Academy, including how to add the code and reprint CRM6/CRM11 forms.‑by‑step guides are available in Osprey Academy, including how to add the code and reprint CRM6/CRM11 forms.

Support is available from the Osprey team if you need assistance.

Accessing the latest features

All enhancements in this release — excluding the Plaid integration — are already live and available to use in your Osprey new era platform.

If your team would benefit from guidance on any of the new functionality, your Client Success Manager can arrange complimentary group training.

The Plaid integration requires a separate sign‑up process. If you’d like to enable Plaid for your firm, please contact your Client Success Manager to get started.

If you’re not yet partnered with Osprey, book a consultation and product demo today to view all the features in action that’ll make running your law firm easier.