All-in-one case management system for UK law firms

A legal case management system is used by law firms to help organise and effectively manage their cases and clients. This includes everything from form and document creation and management to time recording, billing, invoicing, client onboarding, and reporting. A case management system centralises all your data, documents and files into one centralised platform to help with staying compliant, improving efficiencies and delivering quality client service. This enables processes to be automated and workflows to be streamlined so your time is freed up to focus on value-added tasks, your clients and achieving your goals.

A case management system provide lawyers with the digital tools they need to perform at their best. Utilising automation and efficiency-boosting functionality, legal software helps to increase productivity, improve efficiencies and boost profitability. No matter the size of your firm, a case management system helps lawyers reach their goals because it frees up resource within the firm to focus on value-added tasks that drive a business forward. Whether you’re looking to better utilise your current resource, grow your team, increase revenue, work less or earn more, case management software provides you with the tools to work towards those goals.

During the implementation process, our data migration experts can support you in migrating existing data and documents from another legal software solution into Osprey Approach. This will help you maximise your use of our case management system and ensure you’re up and running as soon as possible. Find out more about our implementation services.

The cost of case management software (CMS) is based on multiple factors including the numbers of licences you require, the existing data you need to migrate and the additional services you need. When reviewing the cost of legal software suppliers it’s important to compare like for like when reviewing the features, functionality and services that are included in cost. At Osprey, we can provide a cost once we understand your firm’s needs, so please book a demo with us so we can get to know your firm and understand if Osprey is suitable. Included in every Osprey licence you receive unlimited support and training plus many other additional service. Find out more here.

Below are all the essential features that all good case management software (CMS) solutions require to help you effectively manage your legal cases. These features must be fully integrated and a core part of the system.
Case management
The fundamentals of inputting and storing related client and case data and documents against a matter forms the basis of any CMS. This will enable you to easily search for and organise your cases effectively.
Task and date management
The ability to manage your calendar, assign and create tasks, monitor case progression and stay on top of key dates and deadlines. Osprey Approach enables automation of these key repetitive tasks so you can be confident you’re always on top of your to-do list.
Document & form creation
Your CMS should enable you to quickly and easily create new documents using your brand guidelines and from templated and approved documents if set up by your firm. Ideally, like with Osprey Approach, this process can be automated and documents and forms can be auto-populated using the data you store against the matter.
Document management
The ability to store, organise and collaborate on documents and files from within the platform. You must be able to quickly search for and find documents within the CMS. Additionally this will allow you to easily build case bundles, saving your hours of time.
Time recording
Streamline your billing processes and improve the accuracy of your finances with integrated time recording. You should be able to record units in real-time using a stopwatch, after the task or in bulk. The CMS needs to allow various fee structures, flat fee rates and legal aid billing to be most effective.
Accounting & billing
To ensure accuracy and to get paid faster your CMS should have a specialised, integrated legal accounting solution. This should include separate client and office accounts, automated billing and invoicing functionality to streamline the process from initial enquiry to case completion.
Client & third party web portal
To improve communication and collaboration, your CMS should provide a secure web portal that enables you to share and receive data, documents, case updates, and e-signatures online. A client portal is crucial for delivering a modern, frictionless client service that wins good review, referrals, and recommendation.
Automated workflows
To maximise efficiencies, the tasks and actions involved in any legal case, no matter the area of law, should be able to be built into a workflow to enable automation and standardisation. Osprey provides configurable specialised workflows for a variety of areas of law so you can streamline your processes.
Integrations
You need to make sure your CMS connects with your other key business tools and software applications so that your case management solution can become the centralised platform for all operations. Key integrations include your email client, Word, e-signature tool and forms and search providers.
Compliance tools
To ensure you’re delivering legal services in line with regulations and your firm’s accreditations your CMS should provide some base level compliance tools to help lawyers stay compliant, to reduce risk, and overhead costs.
Practice management solution
To provide a complete, end-to-end view of your operations and enable ultimate control your case management software and functionality will be a part of a wider practice management solution. This will enables firm-wise reporting, enquiry management, CRM, and top-level compliance functionality.

With so many legal case management solutions to choose from it can be difficult to know what’s right for you firm. To start with, consider what your firm’s current challenges and future goals are in order to decide what you want your case management system to achieve. Once you know what you want it to achieve you can complete deeper due diligence when attending demos and asking questions about the features and functionality of the solution and if it’ll meet your needs.

Yes, Osprey Approach integrates with various market-leading business tools and legal software services including DocuSign, Microsoft 365, InfoTrack and many more. Manage your entire firm through a centralised platform so you can streamline operations. Find out more information on our integration partners here.

Yes, case bundles can be easily created in Osprey using the documents stored against the matter. Simply select the documents you need, organise them into folders and they’ll automatically be chronologically ordered, indexed, bookmarked, and paginated. The powerful case bundles feature in Osprey saves law firms hours of time and helps to reduce the cost of case management.

Osprey Approach includes a fully integrated web portal that enables law firms to easily collaborate and communicate with clients and third-parties. Within the Osprey web portal you can securely share case updates, send and receive documents and capture data from all parties. This helps to speed up case progression, enhance client service and helps your practice stay competitive. Osprey also has other client communication features such as scheduling email and text messages to update and notify clients with ease.