Trusted by law firms across the UK
Read our customer stories >
Legal client enquiry management software
Never miss an opportunity to convert an enquiry into a paying client with Osprey. Easily capture and manage your clients’ entire journey from one central location. Whether enquiring via phone, email or your website, easily store requests and follow-up with ease to increase new business and build stronger relationships with clients.
Easily manage all your firm’s legal enquiries to convert into clients
Attracting prospects to your firm isn’t easy, which is why it’s important to capture and follow-up on every enquiry. Streamline and maximise your marketing and sales efforts so, no matter how your client enquires, have the visibility of all prospects and opportunities within Osprey to follow-up and convert prospects into paying clients.
Key enquiry management software features:
Online enquiry forms
Capture data 24/7 on your website with online enquiry forms that are integrated with your legal CRM, so all data is automatically stored, avoiding data duplication.
Instant quote calculators
Designed for conveyancers, provide an instant quote to your clients using the configurable calculator you can add to your website.
Legal CRM
Secure all your prospect and client data in one centralised platform so you have full visibility of trends and opportunities.
Client web portal
Provide a secure self-service online portal for your clients to view case progression, upload and view documents, send data, and sign agreements.
Reporting dashboards
Data-driven insight drives businesses forward and with your data centralised in one platform you can gain a 360-degree view of your firms’ performance.
Digital client onboarding
When prospects are converted to paying clients you can easily onboard them using Osprey. Send client care letters, complete due diligence checks, and sign contracts all via the web portal and InfoTrack integration.
Client onboarding made easy
Managing your clients from initial enquiry through to case completion is easy with Osprey. Easily turn enquiries into cases by digitally onboarding clients so you can speed up case progression, exceed client expectations and increase profitability. Osprey is the single platform you need to manage your cases and provide quality client service, no matter yours or your client’s location.
Osprey integrates with your most loved business tools
Realise business efficiencies by combining Osprey with best-in-breed legal software and services so you can manage all your onboarding tasks within one platform.
- Can I add enquiries to Osprey that don’t come through my website?
The Osprey client intake software can be integrated into your website to offer enquiry forms and conveyancing quotes for clients. The data from those enquiry forms is automatically saved into Osprey and notifies team members of a new enquiry. This isn’t the only way to benefit from the Osprey client intake and onboarding software as you can also use it to input phone or email enquires to keep a centralised record of all potential client in one place.
- Can I see my potential client opportunities?
Osprey’s client intake and onboarding software is a centralised solution to store all your prospective client details and their specific enquiries. This provides a single platform to view all your opportunities so you can assign resource to follow-up and convert clients. Osprey provides a simple dashboard to help your firm gain top-level visibility of enquiries.
- What is client intake and onboarding software?
Enquiry management software works in conjunction with a legal client relationship management (CRM) software and assists with managing prospective clients, converting enquiries into paying clients and onboarding them to open a case. The software streamlines and automates the intake processes from capturing initial enquiries, scheduling follow-ups, collecting data, verifying details and signing contracts. Take your clients from initial enquiry to opening a case with ease.
Discover more…
How to maximise tech utilisation throughout your firm
Learn all about this ‘digital-first’ business concept that will allow you to seamlessly run your business without a physical infrastructure and no matter the location of employees and customers.
Find Out More
How case management software can enhance the client experience
Learn how to use case management software to provide your clients with a more efficient and enhanced customer service.
Find Out More
8 benefits that a client portal will provide your law firm
Learn all about the numerous benefits a client portal can give you how it will improve your client’s experience with your firm.
Find Out MoreThe 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 client management:
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.
