Practice & case management software features

Discover all the features and functionality, within the Osprey Approach all-in-one practice and case management solution, that make running a law firm easy.

All-in-one legal software solution for SME law firms

Discover the features and functionality within the four primary Osprey solutions:

Case Management Software Features

Improve efficiency, productivity, and profitability with an effective, centralised legal case management software that ensures regulatory compliance and reduces human errors. Osprey is a true end-to-end system that manages the case management lifecycle from initial query to completion.

Automated workflows

Drive long-term efficiencies by automating and standardising repetitive legal tasks using our 50+ templated, but customisable workflows.

Read more on workflows >

Document management

Easily create, edit, store, and share documents. The digital file system improves accessibility to speed up production and improve client service.

See document management tools>

Legal forms

Access a free library of legal forms or integrate with Lexis Smart Forms, all from one platform to save you time and reduce errors.

See how legal forms work >

Time recording

Increase your billable hours whilst reducing your admin with the easy to use, and accessible on the go, digital time tracking tools.

See time recording >

Integrations

Osprey integrates with the best legal practice management tools and services so you can manage all your applications from one place.

View all integrations >

More functionality…

Court bundles

Easily build, edit, and share court bundles.

Conflict of interest

Complete conflict of interest checks easily to mitigate risk.

Data capture

Capture client data using digital questionnaires.

Auto-populate data

Automatically populate documents with data stored in Osprey.

Task management

Stay on top of tasks, appointments, and deadlines.

Build your own workflows

Use our no-code builder to create your own workflows.

Compliance workflows

Standardise compliance tasks across teams.

Digital file & storage

Centrally store and organise your files digitally.

Practice Management Software Features

Our powerful, multi-device cloud-based software has helped thousands of lawyers to run a profitable firm and deliver excellent client care. With a comprehensive suite of features built into our software, all areas of your legal practice will be connected and streamlined to maximise success.

Reporting & BI

Empower your firm with real-time performance and financial data that’ll help you to stay competitive and improve long-term success.

See our reporting tools >

Compliance software

Integrate and centralise all your compliance tasks and procedures into one complete platform helping your firm to reduce risk and protect client data.

View compliance tools >

Third party portal

Improve efficiencies and boost productivity with a secure client portal that allows you to work effectively with third parties.

Learn more about the web portal >

Legal apps

Access Osprey from the palm of your hand with our legal software apps that help you maximise productivity.

Discover our legal apps >

Cloud software

Easily manage a hybrid working firm by storing your files securely in the cloud so your teams stays connected.

Find out more about the cloud >

More functionality…

Core reporting suite

Access a library of over 50 core reports.

Report writer

Create custom reports using any data held in Osprey.

Time tracking reports

Real-time insights to monitor team productivity.

Role-based permissions

Role-based access and controls to protect data.

Legal audit tools

Collect, prepare, and monitor data for legal audits.

GDPR

Implement best practices and stay GDPR compliant.

Conveyancing compliance

Conveyancing compliance tools to help reduce risk.

Document sharing

Securely share documents and collaborate online.

Legal Accounting Software Features

Without time-consuming admin tasks, you can speed up the month-end processes and run a streamlined accounts department with ease. Our legal billing software allows you to centralise your accounts into one system, which reduces errors, improves productivity, and provides the visibility you need to drive your firm forward. 

Law office accounting

Manage your law firms and client’s finances using the Osprey legal accounting solution that requires no third-party integration.

See the office accounting tools >

Legal billing software

Reduce admin and bottlenecks between fee earners and cashiers to speed up your billing process, so you can get paid faster.

View billing software >

Financial Reporting

Improve visibility and accuracy of your billing and financial data so you’re always in control of your firm’s profitability and future.

Learn more about our reporting tools >

More functionality…

Requisitions

Improve cashflow with digital requisitions.

Client ledger

Track clients’ financials with dedicated client ledgers.

MTD & VAT

Digitally submit your VAT submission to HMRC.

Nominal ledgers

Clear and simple nominal ledgers to manage office accounts.

Legal aid billing

Improve the profitability of your Legal Aid cases.

SRA compliance

Easily meet the requirements of the SRA Accounts Rules.

Legal Client Management Software Features

Exceed your clients’ expectations and provide a convenient and modern onboarding and case management experience using Osprey Approach. The software helps you to balance driving efficiencies for the firm whilst delivering excellent client care.

Client onboarding

Provide a convenient service for your clients with a digital onboarding experience that positively impacts your bottom-line.

View our client onboarding solution >

Client portal

Provide a convenient and quality service to your clients with a secure web portal that modernises legal onboarding and case management.

See the client portal features >

Branded mobile app

Enhance the client onboarding and case management process using a branded mobile app suitable for all areas of law.

Discover the mobile app >

Enquiry management

Easily manage your clients from initial enquiry through to case completion using Osprey, the all-in-one practice management solution.

Find out more about enquiry management >

Legal CRM

Osprey’s fully integrated legal CRM system provides a single source of truth for all your client and prospect data.

See the legal CRM >

More functionality…

Email management

Effectively manage emails and stay on top of communications.

Client collaboration tools

Enhance collaboration to improve the client experience.

e-signatures

Digitally sign and complete contracts quicker.

Client care letter

Digitally create and send templated client care letters.

Legal software for all areas of law

Osprey provides features and functionality suited to all areas of law. With specialised apps, powerful features and automated workflows, our solution provides the tools to stay focused and increase efficiencies.

Conveyancing

Family Law

Criminal Law

Wills & Probate

Litigation

Commercial

Immigration

A future-proofed solution for any firm size

Osprey scales to meet your needs so you can be confident you’re investing in a long-term solution that provides flexibility and configurability.

Small firms

As a small firm, you and your team juggle a lot. With limited resources we know you’re likely to wear many hats and Osprey helps you to multi-task, manage your workload and drive your business forward with ease.

Medium to large firms

Osprey helps to centralise and standardise your operations so growing teams, clients and cases are easier to manage. Take control of your entire firm and gain the visibility you need to drive your business forward with a single end-to-end platform.

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.

  • This field is for validation purposes and should be left unchanged.