Integrate Microsoft Word with Osprey Case Management Software

Create, edit, and manage legal documents with ease using Word

Osprey meets you where you work by integrating with Microsoft Word, so you can use the tools you’re already familiar with. Access your client and case data that you store in Osprey whilst in Word to streamline to your document production processes. Save time, speed up case progression, and easy move between the applications you need to work effectively.  

Speed up document production

Centralised data

Access the case and client data you store in Osprey whilst in the Word application so you can auto-populate fields, access exist documents, and record time.

Connected platforms

The integration provides a seamless experience between the Osprey and Word platforms so you can quickly open documents, access the data you need, and progress the case.

Improve productivity  

Get more done faster when your favourite tools are connected. Auto-populate data, run workflows, record time, build templates using Word & Osprey.

Microsoft Word integration key features:  

Search for matters

Search for matters and clients from within Word so you can access current templates, edit existing documents, or save files directly to the matter history.

Run workflows in Word

Access all workflows on a case and run tasks from within Word to speed up case progression. Task are marked as complete and documents can be created, keydates set, and clients are updated.

Record time on documents

Record time at the point of document creation in Word by simply assigning default letter rates to auto track time, or submit your time record when saving.

Auto-populate data

By linking fields in Osprey to your Word document, data can be pre-populated to avoid rekeying information.

Search for and within documents

The Osprey global search means you can easily access your documents by searching for documents titles or for key words within the body of the file.

Electronic signatures

Utilising the DocuSign integration, your Word documents can be tagged and signed digitally by clients.

Digitalise and automate document production  

Save time, ensure consistency, and stay organised with an all-in-one document management software. Osprey makes it easy to generate, edit, share, and store legal documents, forms, and emails for your clients. Auto-populated, and generated from branded templates via our automated workflows, documents are created quicker to improve efficiencies and client service.

See the Word & 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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