The legal matter management cloud software that lets you manage your cases, record time, create documents, organise your to-do list, and bill clients no matter your location.
Legal Matter Management Software for UK Law Firms
An all-in-one centralised legal case & matter management software that improves efficiency, productivity, and profitability. From initial enquiry to case completion, manage your matters effectively in the Osprey compliant platform that connects data, streamlines processes, and provides powerful digital tools that enable your team to work smarter.
View all matter management features below:
One platform to manage all your matters
- Organise your schedule
Stay organised and improve productivity by connecting your Outlook calendar to your case management system and automatically setting key dates that keep you on track. Easily stay on top of appointments, deadlines, and to-dos.
- Streamline data capture
Securely store the data you need to progress a case, stay compliant, and improve firm performance using Osprey to provide a single source of truth. Whether captured over the phone, email, or via online questionnaires in the client portal, create custom fields to store the data you require for your firm.
- Speed up document production
Reduce the time it takes to create documents and form with the auto-population of data stored in Osprey. Built using Microsoft Word, create a library of templates of produce ad-hoc documents quickly and easily and store them securely within Osprey.
- Find files in an instant
Streamline legal operations by utilising a digital matter management system that helps to organise your cases so you can work on the, improve compliance, and significantly reduce paper. Easily search for documents and data too via the global search so you have access at files in an instant.
- Free-up your workload
Standardise and automate workflows to reduce manual admin tasks and improve productivity. Be free from the repetitive processes that take up time and focus on the case and clients when using Ospreys templated, but configurable workflows.
- Improve time tracking & billing
Maximise your billable hours with integrated time recording tools that help you capture every minute. Reduce the bottlenecks between fee earners and the accounts team with streamlined time recording, requisitions, and client billing.
- Enhance client service
Simplify client collaboration and stay on top of communications at scale with Osprey. Client-focused tools like the secure web portal, mobile app, and integrated text messaging helps you provide and share information with less admin.
Increase efficiency with centralised legal matter management software
Tired of searching and collating information from several sources? Digital matter management effectively centralises your data, documents, and processes to save hours of searching, data entry and filing. With Osprey Approach you can manage every aspect of a case, from capturing data to document production, time recording and client billing in one platform.
Remove the risk of errors using a matter management software that provides a single source of truth. Accessible from any device, no matter your location, Osprey enables flexibility for hybrid teams. Store all text, visual and audio files against a matter with unlimited storage and use the powerful global search to quickly locate files for any client or matter, so you can provide a responsive and efficient client service.
Integrated with your favourite business tools
Maximise efficiencies and manage your entire workload from one powerful platform using our industry-leading integrations. We’ve partnered with your favourite software solutions so you can continue to work with the business tools you know and love, but this time connected and streamlined.
Easily stay on top of your matters
Court dates, SDLT deadlines, appointments, exchanges, there is a lot to keep on top of during any legal case, but Osprey makes the daily management of matters hassle-free. Dedicate more of your time to your client, and less time on admin with a solution that automates time-consuming processes, and helps teams to perform more effectively.
Empower your firm with the digital tools to take control of their day. Generate key date reminders automatically with our powerful workflows, streamline your day with the Outlook calendar integration and keep clients updated using the secure web portal.
Improve productivity by automating processes
Save time at every step of a matter with Osprey. Our specialised workflows help you to maximise billable time by standardising repetitive tasks, effectively managing upcoming tasks, and updating clients via the web portal.
Driving efficiencies through automation ensures you drive value for your clients and helps you to deliver first-class, cost-effective services. Using our matter management software, you can create documents, collaborate, record and track time, bill clients and successfully manage a case from start to end.
Ensure long-term success for your firm with a scalable solution
Digitally transform your law firms to ensure a flexible, adaptable, and successful operation. Your software partner should offer long-term value with a matter management software that helps you to meet your future goals, upcoming challenges and clients’ changing demands.
Our cloud matter software enables easy hybrid-working, is SRA & MTD compliant, cyber essentials accredited and provides tools to ensure GDPR compliance. With configurable workflows, a flexible framework, and customisable fields you can be sure Osprey can meet the needs of your firm.
- What is legal matter management software?
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.
- Why should my law firm use legal matter management software?
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.
- Can I transfer my current matters into the new software?
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.
- How much does matter management software cost?
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.
- What features should my matter management solution have?
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.
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.
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.
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.
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.
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.
- What’s the best matter management software for my law firm?
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.
- Do you integrate with other legal software services?
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.
See Osprey in action
Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.