Easily complete file reviews and mitigate risk
Stay ahead and up to date with your client matters and ensure file reviews are completed to mitigate risk. Remain compliant by staying informed on your dormant matters or file review dates using reminders and key dates.
Mitigate risk across your matters with ease
Be in control
Proactively review matters with quick access to upcoming matter and file review dates on the homepage of Osprey.
Stay compliant
Remain compliant by ensuring completed matters are archived and files reviews and completed regularly to reduce errors across your case lifecycle.
Speed up compliance
Utilise file review workflows to ensure checks are completed and you’re mitigating risk across your teams.
Matter & file reviewing features:
Set specific review schedules
Set up specific time periods or key dates to review active dormant matters so nothing is missed.
File review workflow
Assign file reviews as part of a workflow’s task list to complete checks and evidence that you’re minimising risk across your cases.
Templated questionnaire
Utilise our templated file review questionnaire to ensure best practices are followed for a comprehensive file review.
Automatically evidence file reviews
Automatically populate our file review document, using the questionnaires, to evidence the file review was completed and to note any corrective action required.
Homepage dashboard
Matters that need to be checked are displayed directly on the homepage for ease of access when you log in to Osprey.
Colour coded priorities
Matters that are pending review are colour coded on your homepage so you instantly know which cases to prioritise.
See the matter & file reviewing feature in action
Automate file review processes
Simplify your COLP’s workload but utilising the matter and file review tools in Osprey. Not only can tasks be set by fee earners to review their own matters – perhaps if they go dormant – but file reviews can be carried out using automated workflows. Our templated file review workflow can be customised to meet your firm’s processes, but they help to ensure the correct data and best practices are followed. Data collected then automatically populates our file review document to help you easily evidence your risk management and outline follow-up corrective action.
- How long can review dates be set for?
Aside from inputting specific numbers of days to review matters, review dates can be set weekly, monthly, bi-monthly, quarterly, or annually.
- How else can file reviews benefit a law firm?
File reviews help to proactively mitigate risk and evidence to the SRA that you’re taking potential risks seriously. Whilst mot mandatory, the SRA expects file reviews to be part of a firm’s case management process as they can identify issues before they become serious.
- Does reviewing matters help mitigate risk?
Yes. The Solicitors Regulation Authority (SRA) expects law firms to consistently monitor and review clients and matters stored within the system. If any details are updated, is expected for risk assessments to be recorded.
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.
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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.
