Deliver a standout client experience.

Make it easier for clients to work with your firm at every stage of their journey. Osprey Approach brings client communication, onboarding, collaboration and self-service tools together in one connected platform. This helps your teams deliver a faster, more convenient and more personal service, without increasing admin.

Trusted by 100s of UK SME law firms

Read our customer success stories >

View our legal client management solution features

Client onboarding Create a smooth, convenient onboarding experience from the very first interaction. Make it easier for clients to get started while reducing the admin involved. Read more

Client portalOffer a convenient, quality service through a secure web portal. Modernise legal onboarding and case management in one place.Read more

Enquiry management Manage every client from initial enquiry through to case completion. Bring your processes together in a single case management solution, from start to finish. Read more

View More Features

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Give clients a better experience

Deliver a better client experience

Give clients the convenience, transparency and responsiveness they expect, with digital tools that make it easier to communicate, collaborate and stay informed.

Explore client onboarding

Reduce admin and work more efficiently

Automate repetitive tasks, capture client information digitally and reduce manual data entry, giving your teams more time to focus on clients and fee-earning work.

Explore automation

Keep clients connected and informed

Make communication easier with a secure client portal, mobile app and integrated messaging. Share updates and documents quickly while giving your teams a clear view of every client interaction.

Explore the client portal

ESEastnore
Solicitors LLP

Good afternoon, Lucy(000065)

Account

Sign out

Current casesFile sharingCase status

My details

New enquiry

Contact

CONVEYANCING: P/O 27 Isabel Hill Close, TW12 2FA

Handled by Dave DingleConveyancing purchase

72% complete 3Documents

FAMILY: Divorce applicant enquiry

Handled by Sarah EllisEnquiry

20% complete 1Document

PERS INJURY: Driving accident

Handled by Dave DinglePersonal injury

48% complete 3Documents

IMMIGRATION: Immigration enquiry

Handled by Kate LoweImmigration

9% complete 9Documents

CONVEYANCING: P/O 27 Isabel Hill Close, TW12 2FA

Status 3Documents 2Messages 1Signature

Shared documents

Uploaded by client and firm

PDF

Client care letter

Signed online, no printing or posting

13 Jul

DOCX

Completion statement

Generated from matter data

21 Jul

JPEG

Proof of ID

Uploaded by client, filed automatically

24 Jul

Rekeying saved

62 hrs this month

Conveyancing purchase: 27 Isabel Hill Close

Status3Documents2Messages

72%

Case progress

What happens next

Searches received

24 Jul

Report on title sent to you

2 Aug

Contracts ready to sign

Action needed

Exchange of contracts

Due 12 Sep

Completion

Due 26 Sep

Latest message

Dave Dingle, your solicitor

Contracts are with you to sign, then we can exchange.

Today

“Our accountants are surprised by how profitable we are providing fixed fee services... But this is because of our systems and Osprey is part of that. We’re able to be really focused, sharp and efficient. Because we’re so efficient we can take on more work, and that makes us more profitable.”

Paul Gammon, Director, Child Care LLP

“One of the best things about Osprey is the reporting system. It’s really useful for managing your day-to-day time and being able to monitor that to the minute is great."

Greg Bowyer, Associate Solicitor & Collaborative Lawyer, Ellis Hass & Co

“The reporting side of Osprey is really good, it’s probably the most useful feature to us on a management level. It’s easy to build new reports and pull out the data we need to analyse."

Sophie Holdsworth, Operations Director, Farnworth Rose

“The time saving features throughout the system really help us ensure that fixed fee work remains profitable for the firm."

Susan Joss, Managing Director, Joss Legal Solutions

Legal Client Management Software for UK SME Law Firms

Osprey Approach is an all-in-one legal software that combines case, practice, and client management with legal accounting — helping your firm operate efficiently, profitably, and exceed client expectations. Explore our software solutions below.

Case Management

Practice Management

Legal Accounting

Client Management

Osprey Approach is legal case management software that helps law firms keep cases, clients, and documents in one place – from first enquiry to completion.

Features of our legal case management solution include:

✓ Automated workflows

✓ Document management

✓ Legal form creation

✓ Time recording

✓ Integrations

View our case management solution features here >

Osprey Approach’s legal practice management software that helps law firms streamline operations, improve compliance, and gain complete visibility over firm performance

Features of our legal practice management solution include:

✓ Compliance management

✓ Reporting & business intelligence

✓ Third-party portal

✓ Cloud-based access

View the full practice management software solution here >

Osprey Approach’s legal accounting software that helps law firms manage office and client accounts, streamline billing, and stay compliant — all from one integrated platform.

Features of our legal accounting solution include:

✓ Osprey Analytics & financial reporting

✓ Compliance management

✓ Office accounting

✓ SRA & HMRC compliance

View the full legal accounting software solution here >

5Osprey Approach’s legal client management software that helps law firms deliver exceptional client service, streamline onboarding, and improve collaboration – from initial enquiry through to case completion.

Features of our legal client management solution include:

✓ Client onboarding

✓ Client portal

✓ Enquiry management

✓ Legal CRM

View the full client management software solution here >

Find Out More

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Client management resources

Frequently Asked Questions

What is client management software?
Legal client management software helps law firms to effectively communicate and collaborate with their clients to improve service, operational efficiencies, and better manage workloads. Ideally part of your case and practice management solution, client management software provides digital tools that help to share updates, documents, and data with your clients whilst streamlining efficiencies internally.
How does Osprey help my firm manage clients?
Osprey helps to connect the data and processes across your law firm so managing client cases is easier. Osprey provides a wide variety of efficiency tools to help free teams up from manual admin so more time can be spent building client relationships. The platform also offers client-facing tools such as a web portal and mobile app, that offers a self-service and convenient tool for clients to collaborate with their solicitor. Increase the efficiency and quality of client onboarding and case management.
Can I integrate Outlook with Osprey?
Yes, we have a Microsoft 365 integration that enables Osprey to integrate with Outlook so you can manage your emails from the Osprey platform and keep on top of all client communications.
Does Osprey offer an integrated web portal?
Yes, Osprey offers a fully connected client web portal that doesn’t require third-party software providers. Securely share data, documents, and updates via the web portal to streamline client and case management.
Can I transfer my existing client data to Osprey?
On switching to Osprey, you can transfer your existing client and case data to Osprey so you can continue where you left off. Our dedicated implementation helps to move your data and set up Osprey so you can feel confident using the system from day one.
Can I onboard clients using Osprey?
Osprey helps to make client onboarding easier with a variety of tools including digital data capture, client web portal to share documents and updates, electronic signatures tools, digital IDs with our InfoTrack integration and much more. Reduce the time it takes to onboard client using the Osprey client and case management platform.