True business automation
Many systems claim to have workflows, however, merely ordering documents or sending an email isn’t enough.
True legal workflow systems should provide comprehensive business automation through data collection, document and form generation, critical date management, time recording and multiple communication methods.
All of that powerful automation is available in Osprey, using the data already stored in clients and matters.
Formalise your processes
Ensure consistency and compliance with set rules to run tasks based only on certain criteria. They can be implemented as much or as little as you need within your firm.
Automate basic, everyday tasks
Many tasks are standard for all types of legal matter, such as file opening and closing.
Workflows for these types of tasks can be applied to all matters.
Focused for areas of law
You can also implement certain workflows for different work types. For example, automate the application process for divorce petitions or property searches.
Customise our focused workflows to your firm’s needs
Our in-house legal experts have developed dozens of built-in, focused workflows for a number of specific areas of law.
Use these as a basis for your own, and customise to meet the needs of your business.
We offer unlimited, all inclusive training courses for using and building your own workflows.
A vast toolkit of available actions
Workflows take advantage of many Osprey features, allowing you to combine actions into a single task and run them together.
Send tailored emails to your clients, third parties and staff members
Run property searches
Order property searches using our advanced SearchFlow integration
Update any fields of data on the client or matter
Send a questionnaire
Request additional information from the client using questionnaires
Send notifications regarding case status changes