Simple automations that make a big impact

Complete tasks quicker using our easy-to-use legal workflow automation tools. The templated or configurable workflows make repetitive admin-heavy tasks obsolete with smart time-saving automations that, when combined, have a big impact on your profitability.

With manual tasks automated, scaling is simple, and your firm is freed up to take on more cases and clients. Our powerful legal workflow software helps your firm to work smarter; data collection, document creation, critical date management, time recording and client communications is automated and streamlined so you can focus on higher value work.

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Complete tasks 3x faster

Using our pre-built or fully custom workflows, you will save hours every day. Osprey customers report saving hours of billable time per matter using workflows.

Configure our legal workflow software for your firm

Our in-house legal experts have developed dozens of integrated, focused workflows for various areas of law that are designed to automate the niche, but tedious processes involved in these practice areas. No coding is required to build and configure a workflow that’s suited to your firm. The Osprey Workflows help you to be a better lawyer and focus on what you do best.

We offer unlimited, all-inclusive training courses for using and building your own workflows.

Reduce mistakes and increase quality

By implementing workflows to your firm, you can ensure consistency and compliance by mitigating the risk of human error so you can deliver consistent, high-quality, and cost-effective service to your clients. You can be confident that your brand is correctly represented and the necessary data and processes are followed – a great advantage for junior lawyers. Automating manual processes reduces costly mistakes whilst saving time so you can provide efficient service that exceeds your clients’ expectations.

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 legal workflow software features:

The Osprey workflows are fully integrated into the case management solution, so they take advantage of many Osprey Approach features allowing you to combine actions into a single task and run them together at a click of a button.

Product document

Generate branded and compliant documents from your internal library, automatically populated with the data you hold in Osprey.

Complete forms

Use market-leading integrations like Lexis Smart Forms and Oyez Forms to quickly complete legal forms.

Capture Data

Send questionnaires to clients via the portal to request additional information that is centrally stored for use in future documents or forms.

Send client communications

Automatically trigger SMS text messages or emails to your clients or third parties at any stage of your case.

Client Portal

Send sensitive documents, for review or for an e-signature, to clients via the secure client web portal.

Key dates

Assign key dates, add them to your calendar, or notify clients or staff and mark dates as met from any workflow.

Record Time

Automatically post to the time ledger using a pre-defined number of units for any completed task.

Run property searches

Order property searches using our advanced Searchflow and InfoTrack integrations. 

Transform your law firm with workflows

Download our guide to find out everything you need to know about workflows, why your firm should already be using them and how to successfully implement them.

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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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