Osprey Approach helps you to exceed client expectations
Enable flexibility in your client experience to win more five-star reviews
Stand out from the competition by offering a quality client service that truly meets clients’ needs. Osprey Approach provides client management tools that not only improves efficiencies – so your service is quicker without errors – but enables flexibility for your fee earners to customise their service. Provide an experience that exceeds client’s expectations – no matter their needs.
Convenient and cost-effective, Osprey helps you deliver quality whilst positively impacting profitability.
Legal software features that help to exceed client expectations:
Access the digital tools you and your team need to provide convenience, modernise service, and win more five-star reviews.
Share real-time updates
Via the secure client portal you can share real-time case progression updates. Provide the transparency and urgency clients’ request easily via the integrated client portal or mobile app.
Self-service portal & app
The client portal – whether via the browser or the mobile app – provides a self-service style approach for clients who’d prefer a digital approach. Easily fill out questionnaires, share documents, message, or sign documents online.
Improve the convenience of your services by offering e-signatures. Available in Osprey via DocuSign, easily sign contracts digitally to speed up case progression and reduce overhead costs.
Accurate centralised data
Improve each client touchpoint when data is securely accessible firm-wide. No matter how, when, or who your clients speak to, they’ve receive the same service and information because of the centralised cloud database and CRM.
Client communication management
Whether your client prefers emails, text messages, portal updates, or printed letters, you can manage and track all channels of communications in Osprey. Exceed expectations by offering flexibility to your service without additional admin.
Streamlined client onboarding
A laborious process made simpler when you use Osprey and InfoTrack to onboard clients. Digitally verify IDs and perform AML checks, capture data online, shared documents via the portal and confirm via e-signature.
The Osprey workflows help to make managing clients easier because communication templates, key dates, reminders, compliance tasks and more can be taken step-by-step to ensure nothing is missed and quality is considered at every stage.
Task management tools in Osprey help fee earners and support staff to stay on top of their workload. Never miss a deadline or key date with visualised task tracking and integration with Microsoft Outlook.
The Law Factory has recommended Osprey for years
“We’ve recommended Osprey for years because of its functionality, its ease of access and the efficiencies you can make by using it. Efficiencies are not only saved by the accounts department but also fee earners as well. Those savings are passed on to their clients – the most important people in the process for any law firm. So, we will have no hesitation in recommending Osprey in the future.”
Alex Simons, New Business Manager, The Law Factory
How modern law firms can manage client communications and expectations
59% of SME law firms ranked managing client expectations as their number one operational challenge. In this episode we’ll discuss how law firms can improve collaboration and service for clients with the right digital tools and habits in place.
Exceed client expectations at your law firm today
The Osprey Approach all-in-one solution
The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management – enabling your firm to run a streamlined and profitable operation that exceeds client expectations.
- Case Management Software
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.
Features of our case management solution include:
- Practice Management Software
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.
Features of our practice management solution include:
- Legal Accounting Software
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.
Features of our legal accounting solution include:
- Client Management Software
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.
Features of our client management solution include:
The 7 benefits of using Osprey Approach
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.