Improve your firm’s profitability with better matter management software

Improve internal efficiencies, speed up your operations, and stay on top of deadlines with our legal matter management software that saves you time and money.

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

Document management

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Form production

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Time recording

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Automated workflows

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Client management

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Web portal

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Centrally store and organise digital case files within Osprey’s cloud legal matter management software to improve your law firm’s efficiency. Easily collate client and case data within the matter history, allowing you to search, edit, and manage your documents and data quickly and effectively. Accessible from any device, in any location, you can streamline your firm’s case management processes and operations.

Improve efficiency and convenience for your team

Progress cases quicker

Digital tools and automated workflows help you effectively manage your matters and progress cases more efficiently.

Enhanced security & control

Centralise data and standardise processes with an all-in-one platform that puts you and your leadership team in control.

Improved access & visibility

A cloud-based matter management system ensures you can store and access all your data and files digitally with ease.

Legal matter management software features:

A centralised hub for all your tasks

Stay in control of a client’s case progression and ensure is nothing missed with Osprey’s task management features. Setting key dates helps you and your team to prioritise deadlines, to do lists, or events and you can easily see your prioritise for the day via the dashboard.

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Achieve standardisation through workflows

Automate your processes and standardise your tasks using workflows. Osprey provides law firms with over 50 configurable workflow templates tailored for each practice area. Avoid costly human errors while also speeding up case progression and improving quality via the automated workflows.

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Centralise your documents for easier access

Centrally store all your data and documents within Osprey to streamline operations and effectively manage a hybrid team. Also have access to your client and case information no matter if your in the office, in court, or at home. A connected platform improves collaboration and efficiencies internally and with clients.

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Unlimited cloud storage

Upload and store unlimited documents, data, and files within Osprey’s cloud-based practice and case management solution. All file types are supported including images, videos, PDFs, emails, and more.

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Comprehensive data searches

Utilise the global search bar to search for documents at a click of a button. Don’t waste time searching through physical files. Find what you need, when you need it in Osprey.

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Full matter history audit trail

Audit trails can be performed on each case to view users who have checked out or deleted files within the matter history to aid compliance.

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Auto-populate documents

Utilise templates and build legal documents and forms for each matter that are automatically populated with the client and case data you store in Osprey to save time and reduce errors.

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See the matter management software in action

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.

Increase efficiency with centralised legal matter management software

Digitally transform your law firm to ensure a flexible, adaptable, and successful operation. Invest in a solution that helps you to meet your future goals, upcoming challenges and clients’ changing demands.

Our cloud legal matter software enables easy hybrid-working, is SRA & MTD compliant, and provides tools to ensure GDPR compliance. With configurable workflows, secure data, and customisable fields, you can be sure Osprey can meet the needs of your firm.

Access ongoing software support and training

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. Increase the returns on your software investment by utilising the all-inclusive training and unlimited support your team will receive when choosing Osprey.

Frequently Asked Questions
  • 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.
    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.
    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.

  • How secure will my law firm’s data be?

    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.

  • 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.

The Osprey Approach all-in-one legal software solution for SME law firms

The Osprey Approach solution combines comprehensive case management, powerful practice management, compliant legal accounting, and streamlined client management that helps make running your law firm easier.

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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