Fully managed financial data migration consultancy. Flexible to your needs.

We’ve partnered with legal accounting experts, The Law Factory, to offer financial data migration consultancy plans to help make moving your accounting data easy.

Speak to us to find out more

The Law Factory & Osprey Approach

Ensuring your financial data is accurate, when you migrate systems, is key to your firm’s success. Whilst we can handle the import of the data, we’ve partnered with The Law Factory to offer accountancy advice and support if your firm requires it.

The Law Factory have used Osprey, via their clients, for decades, so they’re expertly placed to assist you moving software.

Explore implementation & support services

Financial data migration consultancy options

Get expert help and guidance to ensure accuracy in your accounts when moving data into Osprey. We will import the data, but The Law Factory can provide consultancy services to ensure everything balances, you have the reports you need, and you’re staying SRA compliant.

We can migrate data from all major legal software suppliers.

Find out more about data migration
Consultancy

Tier one provides an initial consultation to cover advice and guidance on the basics of migrating financial data.

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Consultancy includes: 

  • Advice on what will need reviewing in your current system before migration begins including SRA Accounts Rules, matter balances, archived files, bank balances, trial balance, P&L, VAT
  • Guidance to ensure your numbers balance
  • Advice on the data and information to provide Osprey
  • Guidance on how to access the data required in your existing system to provide to Osprey
  • Suggested reports you’ll need in Osprey
  • Explanation of the overlap method to keep the accounts up-to-date during the process

 

 

Project

Ongoing project management during the migration to help facilitate the move to Osprey.

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Project includes: 

Everything in Consultancy plus…

  • Project management assistance throughout the procedure
  • Working closely with Osprey during the project and fielding any accounts queries
  • Working directly with your accounts department ensuring the correct reports are complied in the correct format
  • Help to ensure all reports balance and reconcile properly
  • Advice to the accounts department on all SRA Accounts Rules and accounting issues and assisting with resolutions
  • Attend the data verification and sign off calls
  • Aftercare including initial, month end, and year-end check-ins

 

Managed

Working closely with Osprey, we’ll take care of the accounts migration process for you.

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Full Support includes: 

Everything in Project plus…

  • Collation of all accounts information to provide to Osprey, this includes providing The Law Factory with access to your existing systems to assist with extracting reports, bank statements, outstanding accounts queries.
  • Working closely with your accounts team to be migration-ready
  • Work directly with the Osprey implementation team, answering questions and providing materials
  • Review and remedy any accounts or SRA queries
  • Closing completed files before migration begins
  • Cover the overlap of postings on Osprey
  • Assist with accounts training
  • Full handover between accounts team, Osprey, and practice owners

 

Aftercare

For both Project and Full Support plans, The Law Factory will provide an accounting aftercare service too, to compliment the support you’ll receive from Osprey. This provides additional guidance and advice after go live to ensure accounting best practices are in place and period end procedures are efficient.

System utilisation

Getting the most from Osprey requires full system utilisation. The Law Factory will check-in with the team to ensure full understanding of the accounting features and recommend training where applicable.

Best practices

Standardisation and consistency maximises efficiency, so The Law Factory will suggest best practices for your accounting process and use of Osprey helping to embed solid protocols for quality and compliance.

Period end procedures

The Law Factory will guide you through your first time running month and year-end procedures to ensure an efficient process.

Need help choosing the right plan for your firm?

Book A Consultation
Call Us: 0330 049 0975
Frequently Asked Questions
  • Who are The Law Factory

    The Law Factory provide comprehensive legal accounts service for solicitors.

    They are long-term partners with Osprey and provide legal cashiering, SRA compliance, and financial consultancy services to many firm who use Osprey.

    Find out more about The Law Factory and their services here >

  • Can I transfer my current cases and data into Osprey?

    Yes you can. During the initial project planning stages, our data and implementation team will advise you on what data you should migrate and how to get it ready to import to Osprey. We’ve assisted hundreds of firms to migrate their data from their existing case management supplier to us, so you’ll be in safe hands to transfer your client data, documents, and finances.

    Find out more about our data migration services and process >

  • What support will I get when switching to Osprey?

    You’ll have a dedicated project manager to assist you through the entire implementation project. They will help to setup and configure Osprey to your firm’s needs, advise on data migration best practices, and organise training schedules for your team.

    You’ll also have priority support access during the go live phase, so help with queries quickly. And you’ll have telephone-first support and unlimited training throughout the life of your contract.

    Find our more about what it’s like to switch to Osprey >

    The Law Factory can provide additional support to provide guidance and advise on your financial data and accounting processes.

  • Do you offer free training?

    Yes, we offer a full software training programme during the implementation project for your whole team. And you’ll have access to unlimited online training, for all users, for the whole time you’re with us to ensure your team (or any new starters to your firm) are confident with Osprey.

    You’ll also have 24/7 access to our online Osprey Academy, which is full of get started information and how-to guides.

    Find out more about our training services >

  • How is the implementation to Osprey managed?

    You’ll be fully supported by our in-house implementation team, who are experts in Osprey and law firm operations.

    You’ll be provided a detailed project plan and be guided and supported by our in-house, Price 2 qualified project managers.

    You’ll also receive priority support during go-live and then unlimited telephone-first support via our UK-based support team afterwards.

    The Law Factory can provide additional support to provide guidance and advise on your financial data and accounting processes.

  • Is Osprey set up for us ready for go-live?

    Platform set-up and configuration is included, as standard, in all implementation projects. Guided by your firm’s firms processes and requirements, your dedicated project manager will configure your system and set you up for success.

    Set-up includes users, branches, departments, custom data fields, work types, charge-our rates, permissions, banks, document templates, workflows, integrations and more.

    To ensure your accounts are in order for go live, we’ve partnered with The Law Factory who can offer consultancy or fully managed services.

Implementation & support services: