Simplify client data capture throughout your law firm
Centralise client and case data using digital questionnaires
Improve the efficiency and accuracy of capturing your clients’ information using online questionnaires that standardise the data capture process. Build your own custom questionnaires, for use in any practice area, and integrate them into existing workflows or share via the client portal so, you can save time, reduce errors, and stay compliant during any stage of a case.
Digital client data capture key features:
Build your own questionnaires
Customise the templated questionnaires or build you own using any standard or custom data field in Osprey.
Run within workflows
Questionnaires can be added as a task in a templated or custom workflow helping to streamline and standardise the data collection process across your firm or department.
Centralised secure data
By capturing client data via online questionnaires, you guarantee that your case and client data is saved securely within the Osprey case management solution, so you’ll always have access to your data from any device, and any location.
Data collected from questionnaires is automatically stored in Osprey, which can be auto-populated into documents, forms, and communications to speed up document production and reduce the rekeying of data.
Custom data fields
Add your own custom data fields in Osprey, which can be used in any questionnaire, so you can capture any data your firm requires.
Self-service client portal
All questionnaires can be shared via the secure client portal so clients can complete the questionnaires themselves, from any device, to speed up case progression.
Standardise data collection
Ensure your team is collecting the right data, at the right time to improve compliance and client service. Use questionnaires via workflows to standardise the data capture process for any department, process, or practice area.
Empower your firm by working smarter
Improve efficiency, productivity, and profitability using Osprey’s all-in-one case management system. Exceed your client’s expectations and reduce time spent in admin by streamlining the case management lifecycle with features to aid in client onboarding, time recording, document production, and much more. Also make use of many top-shelf business tools integrated right into Osprey.
See our client data capture features in action
See Osprey in action
Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and one of our product experts will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.