Fully managed implementation project. Flexible to your needs.
You’re in safe hands with our in-house implementation team who will migrate you to Osprey with minimal disruption and maximum support.
Implementation & configuration
All our implementation projects include the following services, as standard, fully managed by our in-house team of Osprey implementation experts. The team have a tried and tested migration process, carried out across hundreds of implementations, that minimises disruption and sets your firm up for success.
Detailed project plan and dedicated project manager
Platform set-up and configuration
30 document templates created and mapped
Standard integrations set-up
Role-based training
Sytem efficiency reviews
Priority go-live support
Access to all templated workflows
Ongoing client success support
Data migration options
Migrating your data to your new system is essential for accuracy and efficiency. We can help move your essential data, financials, and documents to Osprey to avoid the need for legacy access to your previous software.
We can migrate data from all major legal software suppliers.
The fundamental data migration, of clients and matter data, to get you started in Osprey.
Data migration includes:
- Client & matter data (live and archived)
*Documents & files can be added additionally
A full client, matter, and accounts data migration from your existing supplier to Osprey.
Data migration includes:
- Client & matter data (live and archived)
- WIP opening balances
- Client and office ledger opening balances
*Documents & files can be added additionally
The ultimate data migration including all client, matter and accounts data and document migration.
Data migration includes:
- Client & matter data (live and archived)
- WIP opening balances
- Client and office ledger opening balances
- Documents and all file types including PDFs and images etc.
- Communications including emails and letters
- Contacts and organisations address book
Project bolt-ons
Depending on your needs, additional implementation bolt-ons help to increase the customisation of your system at go-live. These services can be taken at any time, so you can access our professional services team after go-live to further enhance Osprey.
Custom workflows
Based on your specification and process flows, we’ll edit our existing templates or build fully bespoke workflows.
Additional document templates
Want over 30 document templates branded and mapped to your data fields? We can help you get set up from day one with the templates you need to communicate with clients and third-parties.
Custom reports
You’ll have access to our standard report library, but during implementation we can build the bespoke reports you need.
Osprey analytics BI dashboard pack
Access our template library of interactive dashboards, built specifically for SME law firms, that brings your data to life and helps you connect data across different sources to maximise productivity, manage risk, and optimise cashflow.
Need help choosing the right plan for your firm?
- 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.
- 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.
- How much does case management software cost?
Visit our price plan page to see the cost of our Essential, Advanced, and Premium packages. Details of the features, functionality, and support plans are available to help you choose the right option for your firm.
It’s important to also consider data migration charges, support-levels and any third-party software integration costs when comparing software suppliers.
To get a personalised quote for your firm, please contact our team today >
- 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.
- 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.
Customer success stories
Running Milner Elledge is easier with Osprey Approach
Discover how lockdown was the catalyst for Milner Elledge to become a more digital-first firm and how Osprey solution helped them improve the team’s operational performance.
Osprey Approach boosts efficiency for The Law Factory and it’s clients
Osprey has been a fundamental part of The Law Factory for over two decades. Discover why they regularly recommend Osprey to their clients to improve efficiencies and visibility.
Implementation & support services: