Centralise your contact database

Track your business contacts, referrers, clients and prospects in one centralised database which provides valuable insights that empower your team to work smarter.

Our centralised database is GDPR and SRA compliant which means your customers’ data is secure. Everyone within your firm will have access to accurate and relevant client information so you can be confident everyone is working from a single source of truth.

With access to all your contact data, history and interactions in one place, you’ll never miss an opportunity to win new clients. Legal client management software enables your firm to improve operational efficiencies that free you up to focus on business development and client service.

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Gain valuable insights

Data powers businesses and with Osprey, your data is digital and centralised allowing you to gain valuable insights into your client behaviour and overall performance.

Fully integrated into all other areas of the case management solution, you can run reports that help you to fully understand your business, putting you in control of taking it forward. Gain visibility on your marketing and sales performance to drive business, spot trends with your clients to help improve client service and understand your productivity and efficiency levels to improve profitability.

Firm-wide reports

Analyse your clients, spot trends and report on your performance to celebrate success and tackle problems. Our legal client management software allows you to create reports to give you the visibility you need of your firm to stay in control.

Our BI reports remove the complexity of gathering data about your firm. With access to a variety of company-wide reports, you have an instant overview of your firm in a click of a button. They use a combination of real-time data and historic data to create a dashboard that makes predicting customer behaviour easier.

Reporting firm-wide means you get a better understanding and knowledge of your business allowing you to understand what’s working and what isn’t. Our powerful business intelligence reports gathers a comprehensive 360° view of your business and your clients that will support your management team to make data-based decisions.

“What I like most about Osprey is the culture of the company. They are client centric and do the best for their clients by providing a proactive and prompt service.”

Yash Dubal, Director A Y & J Solicitors

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Key legal CRM software features:

Client history

View all your clients’ key information, previous communications, and case history in one place.

GDPR compliant

Osprey has GPDR data redact and retention policy features that ensure your always complaint.

Conflict checks

Easily run conflict of interest checks that cross references your entire database before onboarding new clients.

Customisable data fields

Collect every detail your firm needs to process clients using the customisable data fields.

Client portal

Fully integrated, the Osprey client portal syncs data to and from the client portal so you can easily update, share and edit information.

Manage prospects

Handle all enquiries, quotes and onboarding with Osprey and centralise the data and history in the CRM.

Unlimited storage

Securely stored in the cloud, your firm has unlimited storage in Osprey.

A guide to investing in a future-proofed case management solution

Whether you already have a CMS in place or you’re in the market for a new one, it’s important to consider how effective the solution will be for your form in the present, but also in the future.

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Legal software solution 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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