Seamless integration with Osprey Approach
Osprey Approach and DocuSign digitalises the contract and agreement signature processes so you can run a more profitable firm that focuses on the client, not administration.
Do more with less
Receive completed and signed documents faster to help progress cases quicker using the DocuSign integration. With the document production tools you already use in Osprey you can create a contract or agreement for electronic signature easily. The seamless integration means you can be more efficient with the tools you already use in Osprey by creating and sharing documents through the secure Client Portal that can be signed and returned in minutes.
- Data stored within Osprey is pre-populated into the documents you need
- Easily tag documents to include the DocuSign functionality
- Combine with Osprey’s workflows to automate key onboarding tasks
- Easily share files in the Osprey Client Portal for digital signature
- All signed documents are automatically saved into the matter history
Deliver a modern client service
Provide a convenient, fully digital case management service to your clients. Onboard, progress and collaborate on cases using the DocuSign integration to digitalise your signatures and avoid the manual and costly process of physical files. Firms can better satisfy clients’ needs and improve the efficiency and accuracy of the services they provide which will ultimately help to win new business.
- Avoid relying on traditional, slow and costly postal services
- Exceed client expectations with an efficient, digital service
- Send files through the secure Client Portal for electronic signature
- Receive completed agreements and contracts in minutes not days
- Provide clients’ with case updates via the Osprey Client Portal
Frequently Asked Questions
- Can you use DocuSign in the Osprey web portal?
The most secure way to send, receive and sign documents is within the Osprey web portal. Any document you create and send for signature from your client will be made available in the client web portal. Documents can be viewed, signed and returned and you will be notified when a client has completed the document.
- Do I need to re-save signed documents back into Osprey?
No, when your client or related party, sign a document a copy is automatically stored back into Osprey in the matter history. You will also receive a notification to alert you that a client has completed a document.
- How much does DocuSign cost?
To use DocuSign with Osprey you will need a subscription that can be purchased from DocuSign directly. DocuSign has different pricing plans available depending on the requirements of your practice.
- How much the does the integration cost?
To use the DocuSign integration, you will need a DocuSign subscription. Once you have an account with DocuSign, there are no additional costs to setting up and using the integration with Osprey. This means your firm can benefit from the powerful features in DocuSign as well as a seamless integration that saves you time and money at no additional fee.
- Do you offer training on the DocuSign integration?
All training is included in your Osprey Approach subscription costs, so we can assist you with the initial setup of the integration, as well as your day-to-day use. We also have online how-to guides and videos that you can access from the Osprey Academy, 24/7, to help you with set-up and support.
Find out more about the powerful DocuSign integration
See Osprey in action
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