Client onboarding

Provide a convenient service for your clients with a digital onboarding experience that positively impacts your bottom-line.

Provide a digital, convenient service for your clients

Balance driving efficiencies for your firm with delivering excellent client service using Osprey. A complete case management solution that helps you streamline processes from initial enquiry to case completion.

Trusted by 300+ law firms

Legal Client Onboarding Software

Osprey is an end-to-end software solution that helps you win new business and build strong relationships. Exceed your clients expectations and easily onboard new clients no matter where your or your clients are located.

Turn enquiries into paying clients

Maximise your sales and marketing efforts with Osprey, where you’ll gain the visibility to identify opportunities and have the tools to follow-up on enquiries to boost conversion rates. Client intake has never been easier with a digital onboarding service that takes prospects from initial enquiry into a paying client, all managed in one central solution. Easily increase revenue whilst providing a frictionless service for your clients.

Digitally onboard clients

Balance driving efficiencies for your firm with delivering excellent client service using Osprey. A single, complete case management solution which helps you streamline and digitise the processes involved in onboarding clients to enable a paperless operation. Osprey’s templated or configurable automated workflows help you set a firm-wide standardised onboarding processes that gives you confidence your clients experience a quality service, every time. Utilising our market-leading integrations you can complete every stage of onboarding from within the Osprey platform so you’re meeting client needs whilst positively affecting your bottom-line.

Digital client onboarding workflow

Client portal

Send clients log in credentials for a self-service, secure client web portal.

Client care letter

Digitally create and send a client care letter.

e-Signatures

Electronically sign client care letters with DocuSign in the Osprey portal.

Compliance

Complete verification of identify (VOI) and funds (VOF) using InfoTrack in Osprey.

Questionnaires

Send onboarding questionnaires through the portal to capture key client data up front.

Key dates

Assign tasks, deadlines and set reminders for internal use or to your clients.

Osprey integrates with your most loved business tools

Realise business efficiencies by combining Osprey with best-in-breed legal software and services so you can manage all your onboarding tasks within one platform.

Key Client Onboarding Features

Client web portal 

Provide a secure self-service online portal for your clients to view case progression, upload, and view documents, send data and sign agreements.

Online enquiry forms

Capture data 24/7 on your website with online enquiry forms that are integrated with your legal CRM, so all data is automatically stored, avoiding data admin.

Legal CRM

Secure all your prospect and client data in one centralised platform so you have full visibility of trends and opportunities.

Automated workflows

Combine your digital client onboarding actions into one single task and run them together, in our practice area focused workflows, at a click of button.

Reporting dashboards

Data-driven insight drives businesses forward and with your data centralised in one platform you can gain a 360-degree view of your firms’ performance.

Client portal software is the future for law firms

Discover how you can deliver modern client-centred services and drive long-term efficiencies for your firm with an integrated client portal.

Frequently Asked Questions

  • What is client intake and onboarding software?

    Client intake and onboarding software works in conjunction with a legal client relationship management (CRM) software and assists with managing prospective clients, converting enquiries into paying clients and onboarding them to open a case. The software streamlines and automates the intake processes from capturing initial enquiries, scheduling follow-ups, collecting data, verifying details and signing contracts. Take your clients from initial enquiry to opening a case with ease.

  • How does the Osprey client onboarding software work with the web portal?

    The easiest, quickest and most cost-effective way to onboard clients is digitally which is why a big part of our client onboarding solution involved the Osprey web portal. Publish questionnaires to capture data, share client care letters for e-signature, and receive identification documents all from within the secure web portal. This helps to speed up case progression, provides a convenient service for clients, expands the reach of opportunity for winning clients and positively affects your bottom-line.

The Osprey Approach All-in-One Solution

The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and a secure web portal so you can run an effective and profitable firm.

Discover more features that streamline your case management processes:

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 a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.

  • This field is for validation purposes and should be left unchanged.