Case management software that empowers firms to work smarter

Case management software processes

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case management law firm

Increase efficiency with a centralised legal case management software

Tired of searching and collating information from several sources? Digital case management, using a fully integrated system, saves hours of searching, data entry and filing. With Osprey Approach you can manage every aspect of a case, from client data to documents, communications, time recording and billing in one platform.

Remove the risk of errors with a centralised source of truth that can be accessed from any device, no matter where your firm is working. Store all text, visual and audio files against a matter with unlimited storage and use the powerful global search to quickly locate files for any client or matter, so you can provide a responsive and efficient client service.

legal case management lawyer

Full case visibility puts you in control

Court dates, SDLT deadlines, appointments, exchanges, there is a lot to keep on top of during any legal case, but Osprey makes the daily management of matters hassle-free. The centralised platform makes keeping on top of matters simple and effective so your law firm can focus on the client and not worry about upcoming tasks.

Empower your firm with the digital tools to take control of their day. Generate key date reminders automatically with our powerful workflows, streamline your day with the Outlook calendar integration and keep clients and third parties updated using the secure web portal.

Save 70% on your stationary, printing and postage

Using Osprey’s digital matter history and case management functions to go paper-lite, you will make significant savings.

Mobile case management system

Automate repetitive tasks and improve productivity

Reduce the administrative burden and save time at every step of a case with Osprey. Our specialised workflows help you to maximise billable time by streamlining the repetitive tasks, scheduling key date reminders and updating the client web portal.

Driving efficiencies through automation ensures you drive value for your clients and helps you to deliver first-class, cost-effective services. Using our case management system, you can create documents, collaborate, record time, bill clients and successfully manage a case from start to end.

future case management

Invest in a future-proofed case management solution

Osprey Approach digitally transforms law firms and enables them to be flexible, adaptable, and successful now and in the future. Your software partner should offer long-term value, with a case management system that helps you to meet your future goals, upcoming challenges and clients’ changing demands.

Our cloud software enables easy hybrid-working, is SRA & MTD compliant, cyber essentials accredited and provides tools to ensure GDPR compliance. With configurable workflows, a flexible framework, and customisable fields you can be sure Osprey can meet the needs of your firm.

case management software users

“We were doing the work of 10 people [during lockdown] so the efficiencies in Osprey were a lifesaver in helping us continue to serve clients. Osprey is cloud-based, so we could carry on remotely, and the Secure Web Portal meant clients could access their matters from home.”

Kelly Cirillo, Managing Partner, Preuveneers

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Key case management software features:

Focused App

Our focused case management system app lets you access all the digital tools you need to record time and manage cases on any device, no matter where you’re working.

Powerful global search

You have access to all client and matter data at the click of a button with the global search feature. The centralised and fully integrated system makes managing and finding data quick and simple.

Compliant data retention

Set the retention timescale for different documents and consolidate all client data to ensure GDPR compliance.

Seamless integrations

Osprey integrates with several industry leading specialist software solutions including DocuSign, InfoTrack, Lexis Smart Form, Office 365 and many more. 

Digital onboarding

Increase your opportunities with a smooth digital onboarding process that speeds up the quote-to-instruct processes and better meets your clients needs.

Document production

Easily create, share, and store legal documents that are automatically populated with the data from the client and matter.

Form creation

Osprey holds an extensive library of forms so you don’t need to create your own. We also integrate with Lexis Smart Forms allowing you to harness their powerful extendable form sets.

Business Intelligence

Real-time, data driven analysis helps managing partners make smarter business decisions that drive the firm forward. Gain a 360-degree view of your practice with the Osprey Business Intelligence module.  

We help law firms improve efficiencies and increase revenue

Find out how Osprey’s features, functionality and third-party integrations will help you get your work done faster.

Case management system for busy lawyers

Future-proof your law firm with Osprey Approach, the complete software solution that takes care of every aspect of running a law firm.

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Book your free demonstration and learn why thousands of lawyers are choosing Osprey Approach to grow their law firms

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