Capture every new enquiry

Making it easy for your clients to enquire is the first step to winning more business. Add enquiry capture forms and quote calculator tools to your website, that are integrated with Osprey, so you can generate online leads 24/7. No matter how your client enquires, store all incoming leads and prospect data in Osprey so you have visibility of opportunities and can easily follow-up and convert prospects into paying clients.

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Convert more enquiries 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 with Osprey where you’ll gain full visibility of your leads and have the tools to effectively follow-up. Schedule and automate templated emails and text messages so you never miss an opportunity to secure new business. Monitor your performance using the intuitive dashboards and smart reports that enable you to make data-driven decisions to better meet your goals.

Digitally onboard clients

Balance driving efficiencies for your firm with delivering excellent client service using Osprey. A single, complete case management solution which helps you streamline and digitise the processes involved in onboarding clients to enable a paperless operation. Osprey’s templated or configurable automated workflows help you set a firm-wide standardised onboarding processes that gives you confidence your clients experience a quality service, every time. Utilising our market-leading integrations you can complete every stage of onboarding from within the Osprey platform so you’re meeting client needs whilst positively affecting your bottom-line.

Digital client onboarding workflow

Client portal

Send clients log in credentials for a self-service, secure client web portal.

Client care letter

Digitally create and send a client care letter.


Electronically sign client care letters with DocuSign in the Osprey portal.


Complete verification of identify (VOI) and funds (VOF) using InfoTrack in Osprey.


Send onboarding questionnaires through the portal to capture key client data up front.

Key dates

Assign tasks, deadlines and set reminders for internal use or to your clients.

“There is always someone to assist us, and that is something unique about Osprey, and for that reason I would say Osprey has one of the best customer services in case management software for solicitors.”

Yash Dubal, Director, A Y & J Solicitors

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Key enquiry & client onboarding software features:

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.

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 admin.

Legal CRM

Secure all your prospect and client data in one centralised platform so you have full visibility of trends and opportunities.

Instant quote calculators

Designed for conveyancers, provide an instant quote to your clients using the configurable calculator you can add to your website.

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.

Automated workflows  

Combine your digital client onboarding actions into one single task and run them together, in our practice area focused workflows, at a click of button.

Audit trails

Meet compliance regulations easier with up-to-date audit trails and compliance workflows.

Collaborator access

Provide third parties, including estate agents, with their own referral tools so they can provide quotes, track enquiries, view metrics and access online case tracking.

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.

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Client portal software is the future for law firms

Discover how you can deliver modern client-centred services and drive long-term efficiencies for your firm with an integrated client portal.

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Legal software solutions 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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