A modern approach to client care

Your clients want a transparent and stress-free digital experience. With Osprey’s client web portal, you can turn complicated legal procedures into a simple process for your clients. Offer a quality service that keeps your clients informed whilst also driving efficiencies for your firm.

Remove the time-consuming manual tasks of collecting client data, printing files, and emailing updates with our web portal. With Osprey, everyone has a unified view. Automatically send case updates, capture data, share documents and communicate securely with the fully integrated web portal.

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8-16x increase in web enquiries

Since implementing an online enquiry form using the Web Access Portal – Jordan Williams

Digital onboarding and case management

The client web portal gives your firm the flexibility to offer first-class service no matter where your staff or clients are based. Respond to enquiries, digitally onboard clients and manage cases digitally, which removes the costly physical restraints of traditional case management and modernises your client experience. Streamline the quote-to-instruct process and provide a client-focused experience in your own branded platform.

Streamline communication

Selected clients can access their ongoing matters and the case details you choose to share. They can even make new enquiries inside the portal.

Existing clients

Your clients can view matter updates, collaborate on documents, and make new enquiries securely in the web portal. You choose which information you share so you’re always in control.

Third party access

Share specific matters with trusted third parties to avoid time-consuming chases. With their own secure login in, estate agents, other side solicitors and professional experts can access case updates and key documents.

Potential clients

Create a link directly from your website to the new enquiry form, streamlining your data collection and creating prospects in Osprey automatically.

case management software users

“We were doing the work of 10 people, whilst home schooling, 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 client web portal software features:

Securely share documents

Share and collaborate on documents with clients and third parties. Enable check-in / out functionality for streamlined collaboration on files.

Case updates & key dates

Automatically share case updates with all parties to reduce calls and emails. Post key dates and critical deadlines to avoid delays.

Capture data

A self-service portal to empower clients. Questionnaires can be posted to capture client data throughout their matter to speed up case progression.

Communicate securely

A secure login gives all parties access to their communication history and sensitive data in one centralised portal to avoid lost or misplaced emails and documents.

Retain control

You select which clients and information is displayed in the web portal, so you retain complete control of the matter. You can revoke or limit access at any time.

e-Signatures

Share documents for electronic signatures, using the DocuSign integration, via the portal to eliminate paper copies.

Branded mobile app

Showcase your brand and serve your clients wherever they are using the branded mobile app. All the web portal features packaged in your own mobile app.

See our web portal in action

As part of our working from home series, this webinar looks at the benefits of our web portal app and takes you through a quick demo of the software so you can see all the features in action.

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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