Automated Workflows

Drive long-term efficiencies by automating time-consuming, repetitive legal processes using Osprey’s legal workflows

Streamline your workload with automated workflows

Drive long-term efficiencies by automating time-consuming, repetitive legal processes. Osprey’s legal workflow software helps you to achieve optimum operational efficiency by reducing manual tasks and increasing productivity.

Trusted by 300+ law firms

Legal Workflow and Process Automation Software

Complete tasks quicker using our easy-to-use, no code required, legal workflow automation tools. The templated, but configurable workflows make repetitive admin-heavy tasks obsolete with smart time-saving automations that, when combined, have a big impact on your profitability.

Complete tasks faster

With manual tasks automated, scaling is simple, and your firm is freed up to take on more cases and clients. Our powerful legal workflow software helps your firm to work smarter; data collection, document creation, critical date management, time recording and client communications are automated and streamlined so you can focus on higher value work.

Configure our legal workflow software to your firm

Our in-house legal experts have developed dozens of integrated, focused workflows for various areas of law that are designed to automate the niche, but tedious processes involved in these practice areas. No coding is required to build and configure a workflow that’s suited to your firm. The Osprey Workflows help you to be a better lawyer and focus on what you do best.

We offer unlimited, all-inclusive training courses for using and building your own workflows.

Reduce mistakes and increase quality

By implementing workflows to your firm, you can ensure consistency and compliance by mitigating the risk of human error so you can deliver consistent, high-quality, and cost-effective service to your clients. You can be confident that your brand is correctly represented and the necessary data and processes are followed – a great advantage for junior lawyers. Automating manual processes reduces costly mistakes whilst saving time so you can provide efficient service that exceeds your clients’ expectations.

Key Legal Workflow Software Features

The Osprey workflows are fully integrated into the case management solution, so they take advantage of many Osprey Approach features allowing you to combine actions into a single task and run them together at a click of a button.

Data capture

Send questionnaires to clients via the portal to request additional information that is centrally stored for use in future documents or forms.

Document production

Generate branded and compliant documents from your internal library, automatically populated with the data you hold in Osprey.

Send client communications

Automatically trigger SMS text messages or emails to your clients or third parties at any stage of your case.

Key dates

Assign key dates, add them to your calendar, or notify clients or staff and mark dates as met from any workflow.

Transform your law firm with workflows

Download our guide to find out everything you need to know about workflows, why your firm should already be using them and how to successfully implement them.

Frequently Asked Questions

  • What is a legal workflow?

    A legal workflow enables a law firm to set up a series of sequential “actions” within a given “task”. For example, a file opening task could include a variety of actions including a questionnaire to input client details followed by a client care letter and a date reminder for the signed client care letter to be returned by the client.

    By mapping out action and tasks into a complete legal workflow you can automate those tasks and standardise your processes across your firm to improve efficiencies, client service and productivity. Workflows also reduce errors, remove manual administration and aid compliance.

    Workflows can be created to deal with specific processes across all areas of law and for any size law firm or department. Workflows can also include rules and filters to ensure they suitable for the case you’re working on. Osprey Approach includes a variety of templated workflows for firms to use out of the box, but all workflows are configurable and customisable to meet your firm’s needs.

  • Why should my firm use legal workflows?

    Workflows allow you to automate processes within a matter as much as possible, setting out standardised steps within in a case. Workflows help complete more work, faster.

    When processes are streamlined and mapped out within a workflows it improves efficiency and increases productivity. The repetitive tasks within a lawyers workload can be effectively managed from one location, which makes it easy to view progression at a glance, ensures nothing is missed and helps to automate processes.

    Workflows reduce human errors and therefore reduces risk of missing key information, deadlines or compliance regulations. Employees are all working from the same document and communication templates so you can be confident the content and information shared with clients is correct, accurate and branded correctly. Key dates for internal reminders, case deadlines or client tasks can also be set in a workflows to reduce delays and missed deadlines.

    Discover more transformational benefits to your firm in our free downloadable workflows guide. 

  • How do legal workflows work?

    Legal workflows are set up within the Osprey practice and case management software for specific tasks using a list of actions available, such as running a questionnaire to capture data, opening a document or form template, sending an email or recording a key date, amongst other things.

    Workflows are linked to a particular matter type, e.g. divorce or residential conveyancing purchase. The workflow for that particular work type can then be selected to begin against your chosen client’s case. You then make your way through the tasks within that workflow as and when required during the stages of the case.

    Legal workflows can also be used to complete standard processes within any work type, and therefore can be run against any work type. This include creating a client intake workflow that you run at the beginning of all matters and collects key information and runs client ID checks.

  • Do you have legal workflows suited to my firm?

    Yes – we have workflows covering many areas of law, and are continually expanding our portfolio of workflows.

    Any firm, irrespective of size or type of work, can benefit from using workflows.

    If you don’t see a workflow suited to your area of law – please contact us as we may have it in development.

    We also have a suite of compliance workflows to meet all of your regulatory requirements as well as assisting with accreditation.

  • Can I customise your workflows?

    All Osprey workflows are customisable. You can easily amend the templates or add and remove tasks throughout a workflow. We offer unlimited training so you can learn to customise workflows yourself (included in your Osprey licence).

  • Are Osprey workflows kept up to date?

    Yes. When the law changes, or a form is updated etc, we update our workflows. We are then able to push out the updates to our customers using our sync tool.

    The sync tool allows updates to be passed on, but without overwriting any changes you may have made yourself (e.g. to letter templates). We are currently the only case management software provider to offer this service and is key for maximising efficiencies.

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.

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