Case management software for corporate lawyers

Cut down on time-consuming admin tasks, effectively manage your firm’s finances and improve your client’s experience with the Osprey Approach commercial law case management software. Deliver unrivalled client service to businesses, corporations, and organisation by streamlining and digitalising your processes using the time-saving automations and tools within Osprey.

Trusted by law firms across the UK
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Why corporate lawyers use Osprey

Gain the competitive edge by automating and streamlining processes.

Streamline operations

Cut down time spent on repetitive admin tasks with the specialised workflows within Osprey.

Enhance client service

Osprey’s client web portal, automated workflows and communication integrations ensures delivering top-quality, profitable client service is simple.

Reduce risk & stay compliant

Avoid human intervention and reduce errors with a centralised database, auto populated forms, and integrated compliance features.

Enhanced client communication for corporate lawyers

The client is the most important priority for any law firm and their level of satisfaction can have a huge impact of your success. Osprey’s client-focused features helps you enhance your experience and deliver quality, accurate and efficient services that ensures your clients return and recommend you in the future, but also has a positive impact on your bottom-line. Provide a transparent, excellent and cost-effective service with our client management solution.

Discover our client management tools >

360-degree visibility

Help drive growth and improve performance at your firm with the reporting and business intelligence features in Osprey. Easily run reports and view real-time dashboards so you’re always in control of your firm’s progression. With accurate data at your fingertips, you’ll gain full visibility of your firm’s performance, which means you can make smarter data-driven business decisions that help you progress today and thrive in the future.

Find out more about our reporting features >

Osprey Approach boosts efficiency for The Law Factory and it’s clients

“At no point is the client account or the office side of the client account split from all of the business accounts. Having your accounts integrated and all in one place where you can run, post and report, with everything happening instantly, without no manual synchronisation, is a massive benefit.” 

Alex Simons, New Business Manager, The Law Factory

Improve third party collaboration 

Easily manage corporate transactions and effectively communicate and collaborate with all parties in the Osprey web portal. Securely accessed, all parties involved in a case can view, edit, and share agreements without the hassle of long email chains, in-person meetings or waiting on the post. Any party with access to the portal can check out documents, make amendments and re-share to help speed up case progression. All version history is stored and visible so everyone can keep track of changes and edits. Build stronger relationships with clients and third parties by collaborating online in our web portal.

Trusted integrations

Osprey integrates with a variety of market-leading, trusted business tools that make your firm more efficient and connected. InfoTrack digitalises the admin-heavy commercial conveyancing processes so you can onboard clients with ease. And complete forms much quicker using the Lexis Smart Form integration where you’ll gain access to over 4,000 up to date forms that automatically sync with the data you store in Osprey.  Find out more about our many integrations including Coadjute, DocuSign and Text Anywhere.

Commercial case management key features:

Secure web portal

Securely share, edit and review documents in the web portal to improve communication and collaboration with client and third parties.

Key dates 

Never lose track of your internal or client deadlines with key dates and automatically export them to your Outlook calendar for improved visibility. 

Integrated time recording

Record your tasks in real-time with Osprey’s time recording app that can be used on any device.

Version control 

Have control and visibility of all document edits and version histories between third parties via the web portal.

Reporting & BI

Gain full visibility of your firm’s performance and create interactive dashboards that provide you with real-time data at your fingertips. 

Frequently Asked Questions
  • What is commercial legal case management software?

    Commercial legal case management software gives any fee earner the tools they need to easily and efficiently manager their commercial matters. Utilising automation and efficiency-boosting functionality, legal software helps to increase productivity, improve efficiencies and boost profitability. No matter the size of your firm, case 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 your looking to better utilise your current resource, grow your team, increase revenue, work less or earn more, case management software provides you with the tools to work towards those goals.

  • Is Osprey specifically built for commercial law?

    Osprey’s comprehensive solution supports all areas of law including commercial lawyers. There are firm-wide features and functionality including document production, time recording, accounting and compliance tools that will benefit all law firms but we also have dedicated workflows and apps designed for specific areas of law to help you stay focused and in control.

  • Do you have specific commercial conveyancing tools?

    Yes Osprey offers a commercial conveyancing focused workflow and integrates with InfoTrack and SearchFlow to make completing your searches quick and easy and to help digitalise and modernise your conveyancing processes.

  • Do you offer a secure web portal I can use with my clients and third parties?

    Osprey offers a safe and secure web portal allowing communication and collaboration with clients and third parties. Interested parties can view case progress, complete requests for information and upload and collaborate on documents and time and from any device.

  • What are automated workflows?

    Automated workflows allow you to undertake a series of tasks easily at the click of a button. From prompting for data entry to running a document you can make repetitive and admin heavy tasks simple and efficient giving your employees more time to concentrate on fee earning work. Find out how workflows can transform your law firm in our free downloadable guide.

  • Does Osprey include commercial & corporate forms?

    Osprey includes over 2,000 free legal forms. Easily edit in Microsoft Word, auto-populate with data you store in Osprey, added to workflows, and send to clients.

    We also integrate with Lexis Smart Forms so you have access to all the legal forms you’ll need across your firm.

    You’ll have access to:

    -HMRC corporation tax forms

    -Technology and Construction Court forms

    -Insolvency Service forms


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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