Packages

As well as offering a range of benefits, including free training for life, we’ve provided a range of packages to suit firms of all sizes, from sole practitioners to large multi-nationals. Regardless of size, all firms will benefit from:

CRM

Manage your contacts and prospective clients through your Osprey Approach CRM database. Track and nurture enquiries to ensure that these convert into paying clients. Contact existing clients that value your service to make them aware of other services you offer that they may benefit from.

Legal accounts

SRA compliant client and office accounting, nominal ledger and purchase ledger recording, and full bank reconciliation. A comprehensive suite of financial and management reports, including a month end compliant reports pack.

Time & billing

Record your time for prospect costing, billing and management reporting via daily timesheets, posting boxes, live timers or automated entries via the case management activity.

Case and practice management

Record and manage your critical dates and integrate these with your Outlook diary. Create bespoke letters or standard documents from templates or use Workflows for greater efficiency. Osprey Approach legal software includes a complete document management area where documents can be accessed from anywhere via a click of a button and retrieved by name, or even searched for by content across your whole database. Packages can be created to securely distribute documents and court bundles can be automatically generated by the system.

Online client collaboration

Instructions can be received via your website directly into Osprey Approach and you can share elements of your files that you wish to with clients and associated parties online, all accessed through your website for greater marketing benefit to your clients.

Free turnkey case management modules

To assist you in setting up your case management within Osprey Approach we make available, free of charge, pre-defined database fields, document templates and workflows that can be used straight away and tweaked by you to suit your specific business process requirements.

Email Integration

Seamless integration with Microsoft Outlook enables your staff to continue using applications they are most familiar with and at the same time updating Osprey Approach and time recording.

Time Recording App

Time recording into Osprey Approach directly through our mobile app, compatible with iOS and Android. Download it for free and start using it.

Osprey App Lab

Work with us to design and develop bespoke mobile apps to suit the needs of your business.