All-In-One Legal Matter Management Software For UK Solicitors

Legal matter management software is used by law firms to help organise and effectively manage their matters and clients. This includes everything from form and document production to time recording, billing, client management, and reporting. Matter management software centralises and connects all your data, documents and files into one centralised platform to help with compliance, improving efficiencies, and delivering quality client service.

Legal matter management software provides lawyers with the digital tools they need to perform at their best. Utilising automation and efficiency-boosting functionality, legal software helps to increase productivity, improve efficiencies and boost profitability. No matter the size of your firm, matter management software helps lawyers reach their goals because it frees up resource within the firm to focus on value-added tasks that drive a business forward. Whether you’re looking to better utilise your current resource, grow your team, increase revenue, work less or earn more, matter with the tools to work towards those goals.

During the implementation process, our data migration experts can support you in migrating existing data and documents from another legal software solution into Osprey Approach. This will help you maximise your use of our matter management software and ensure you’re up and running as soon as possible. Find out more about our implementation services.

The cost of matter management software is based on multiple factors including the numbers of licences you require, the existing data you need to migrate, and the additional services you need. When reviewing the cost of legal software suppliers it’s important to compare like-for-like when reviewing the features, functionality and services that are included in cost. At Osprey, we can provide a cost once we understand your firm’s needs, so please book a demo with us. Included in every Osprey licence your team will receive unlimited support and training plus many other additional service. Find out more here.

Below are all the essential features that all good matter management software solutions require to help you effectively manage your legal cases. These features must be fully integrated and a core part of the system.
Legal matter management
The fundamentals of inputting and storing related client and case data and documents against a matter forms the basis of any matter management software. This will enable you to easily search for and organise your cases effectively.
Task and date management
The ability to manage your calendar, assign and create tasks, monitor case progression and stay on top of key dates and deadlines. Osprey Approach enables automation of these key repetitive tasks so you can be confident you’re always on top of your to-do list.
Document & form creation
Your case software should enable you to quickly and easily create new documents using your brand guidelines and from templated and approved documents if set up by your firm. Ideally, like with Osprey Approach, this process can be automated and documents and forms can be auto-populated using the data you store against the matter.
Document management
The ability to store, organise and collaborate on documents and files from within the platform. You must be able to quickly search for and find documents within the matter management software. Additionally this will allow you to easily build case bundles, saving your hours of time.
Time recording
Streamline your billing processes and improve the accuracy of your finances with integrated time recording. You should be able to record units in real-time using a stopwatch, after the task or in bulk. The matter management software needs to allow various fee structures, flat fee rates and legal aid billing to be most effective.
Accounting & billing
To ensure accuracy and to get paid faster, legal software should have a specialised, integrated legal accounting solution. This should include separate client and office accounts, automated billing and invoicing functionality to streamline the process from initial enquiry to case completion.
Client & third party web portal
To improve communication and collaboration, a matter management software should provide a secure web portal that enables you to share and receive data, documents, case updates, and e-signatures online. A client portal is crucial for delivering a modern, frictionless client service that wins good review, referrals, and recommendation.
Automated workflows
To maximise efficiencies, the tasks and actions involved in any legal case, no matter the area of law, should be able to be built into a workflow to enable automation and standardisation. Osprey provides configurable specialised workflows for a variety of areas of law so you can streamline your processes.
Integrations
Effective legal software should connect with your other key business tools and software applications so that your case management solution can become the centralised platform for all operations. Key integrations include your email client, Word, e-signature tool and forms and search providers.
Compliance tools
To ensure you’re delivering legal services in line with regulations and your firm’s accreditations your legal software should provide some base level compliance tools to help lawyers stay compliant, to reduce risk, and overhead costs.
Practice management solution
To provide a complete, end-to-end view of your operations and enable ultimate control your case management software and functionality will be a part of a wider practice management solution. This will enables firm-wise reporting, enquiry management, CRM, and top-level compliance functionality.

The security of your law firm’s data is a high priority, and Osprey’s legal matter management has got that covered. Have full control of who in your team can access files within matters using role-based permissions. GDPR compliance is also easier to maintain by setting up retention dates on your stored documents.

With so many legal case and matter management solutions to choose from it can be difficult to know what’s right for you firm. To start with, consider what your firm’s current challenges and future goals are in order to decide what you want your case management software to achieve. Once you know what you want it to achieve you can complete deeper due diligence when attending demos and asking questions about the features and functionality of the solution and if it’ll meet your needs.

Yes, Osprey Approach integrates with various market-leading business tools and legal software services including DocuSign, Microsoft 365, InfoTrack and many more. Manage your entire firm through a centralised platform so you can streamline operations. Find out more information on our integration partners here.