Build your own legal workflows

Workflows configured to your firm’s needs

Streamline and standardise your law firm’s processes using our configurable workflow software. Edit our various pre-built templates or easily create your own with our no-code builder. Implement effective business habits today with our focused workflows to start increasing the efficiency of your operations.

Run an efficient law firm

Standardise processes

Ensure your team are following on-brand, compliant, and efficient processes by building streamlined workflows.

Increase visibility

Take control of your firm’s operations by implementing workflows that provide a clear view of the status of a case and the next steps.

Speed up tasks

Take the admin and guesswork out of progressing a case and run workflow tasks that saves time, reduce errors, and improves client service.

Functionality to build your own workflows:    

Drag & drop tasks

Select from a list of tasks and actions and drag and drop them into your workflow.

Set criteria    

Apply criteria and ‘and / or’ logic to certain action types to determine if the action will run or not based on the data held on the client’s matter.

Configure run sequence

Build the workflow so it always runs in sequence or can be skipped or edited as it’s progressed.

Set work-type defaults     

Work types can be configured to automatically load the default workflow when a case is opened.

Sync tool 

Even customised workflows receive top-level updates so you can be sure forms and actions are up to date and compliant.

Pre-built template library

Access over 50 pre-built workflows for 12 practice areas.

30+ Workflow Actions

Workflows are created by connecting a series of tasks which contain induvial actions. To build your own or edit our existing ones, you can choose from over 30 actions to add to your workflows to help you progress cases or complete specific processes. These include but aren’t limited to:

Send emails or text messages

Display a message or prompt to the user

Create a templated document

Add a keydate or schedule a reminder

Allocate a questionnaire to capture data

Post time on tasks

Legal workflow software

Complete tasks quicker by streamlining and automating administration tasks which makes scaling simple, helps to reduce errors, and frees up fee earner and support staff’s workloads. The Osprey workflow software not only improves productivity for departments but increases control and visibility for managers so you can be confident service is consistent and of high quality.

See our workflow software in action

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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