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.

Trusted by law firms across the UK
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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.    

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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.

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Electronic signatures

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. 

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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.     

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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.

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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.

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Automated workflows

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. 

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Task management

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.   

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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

Legal software that supports all legal professionals

Osprey Approach is an all-in-one platform designed to support all functions, roles, and connects teams to improve collaboration and efficiency across the firm.

Practice & Office Managers

IT Managers & Directors

Fee Earners

Accounts Team


Legal Operations Manager

Partners & Directors

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 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.

The 7 benefits of using Osprey Approach

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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