Legal compliance workflows

All your firm’s compliance tasks in one place

Make it easier to stay compliant, improve the accuracy of your data, and greatly speed up compliance admin tasks using our library of compliance workflows. Standardise compliance tasks to mitigate risk and improve data visibility so your COLP, COFA, and management team stay in control.

An easy way to stay compliant

Easily meet requirements

Meet requirements for various regulations and accreditations including Lexel, GDPR, CQS, money laundering regulations, and SRA Accounts Rules.

Save time through automation

Time-consuming compliance tasks can now be automated using our customisable workflows to speed up operations and free up time.

Standardise processes across your firm

Reduce errors and mitigate risk by standardising compliance tasks. Ensure consistency across your team and departments by implementing our step-by-step workflows.

Compliance workflow features:

Easy-to-integrate compliance processes

COLPs and COFAs can use our workflows to easily implement compliance tasks into daily case management processes for fee earners to make requirements easier to manage and complete.

Ready-to-use compliance workflow templates

Osprey offers a library of pre-built workflows to complete any kind of task. These workflows can also be customised and edited to better suit the needs of your firm and also make legal audits easier to prepare for.

Run compliance tasks within other workflows

While these compliance workflows can be used in isolation, they can also be imported into your already in-use workflows to help streamline and centralise your tasks.

Reporting suite

Our compliance workflows come with associated reports that helps to capture and analyse data across the firm to make it easier for your COFA, COLP, and MLRO.

Osprey’s compliance workflow templates include:

Risk management
File reviews
PII Claims
Client Feedback

Smart time-saving automations to increase revenue

With manual tasks automated, scaling is simple, and your firm is freed up to take on more matters and clients. Osprey’s 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.

See compliance workflows in action

The Osprey Approach All-in-One Solution

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

Discover more features that streamline your case management processes:

Access better software support and an all-in-one solution

Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.

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