Integrate Outlook with Osprey Case Management Software

Easily manage your inbox and your task list

Osprey integrates with Outlook so you can easily manage your inbox and your calendar. Stay on top of client communication and your tasks and to do list from within Osprey or Outlook, using the integration to share data and provide a single source of truth.

Stay organised and one step ahead

Reduce manual admin

Improve efficiencies by reducing data entry, automating email filing, scheduling key dates via workflows, and auto-posting time.

Improve accuracy

The Outlook integration uses the data already stored in Osprey so you can send emails and schedule appointments using existing data.

Tools you’re familiar with

We’ve combined the power of Osprey with Microsoft outlook to enable you work effectively across platforms without disruption.

Outlook integration key features:  

Attach case files

Access documents stored in the matter history to attach to client emails.

Export emails to the matter history

Export sent or received emails to the matter history in Osprey to improve visibility of communications.

Auto-post time

Record time on emails from with Outlook so you can better track time spent per case.

Access on the go

Easily use the Osprey integration from the Outlook mobile app so you can manage your inbox on the go.

Schedule appointments & tasks

Create key dates within Osprey that save to your Outlook calendar as tasks or meetings.

Automate from workflows

Run tasks within workflows that automatically schedule key dates within your Outlook calendar or trigger emails to clients.

Streamline case management processes to maximise time

Manage every aspect of a case, from client onboarding, to document production, communications, time recording and billing, in one centralised platform that’s accessible from any device, no matter your location. Streamline and automate your daily workload with Osprey so you can stay organised, improve profitability, and deliver quality client service.

See the Outlook & Osprey integration in action

Osprey integrates with your most loved business tools

Access better software support and an all-in-one solution

Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.

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