Private client case management software
Simplify the tasks within wills, probate and LPAs and manage your client’s estate with ease using Osprey Approach. Spend less time on time-consuming tasks and centralise your processes and data using Osprey’s suite of digital tools that enable you to focus entirely on your client’s needs, not admin tasks.
Why private client lawyers use Osprey
Gain the competitive edge by automating and streamlining processes.
Streamline form production
Easily collate data, reduce errors, and complete forms quicker with Osprey’s easy to use form creation tools and its trusted integrations.
Use Osprey to accurately track time and bill clients so you get paid faster.
Automate the time-consuming and repetitive processes to drive efficiencies for your firm.
Work smarter, not harder
Increase productivity and reduce the time spent completing repetitive tasks using Osprey. Standardise your data capture processes and create and store important client documents in a central location so your workload stays organised and you can access them from anywhere at any time. Work smarter with the Osprey workflows that automate time-consuming tasks during wills, probate and LPA matters enabling you to speed up drafting IHT forms, automate estate planning calculations and easily build case bundles. Take back control of your workload with a case management solution that streamlines processes, organises your diary, data and documents and empowers lawyers to be more productive.
Improve client satisfaction
As a private client lawyer, it’s important for you to provide effective and efficient services and communication to your clients, which is why Osprey provides firms with client-focused tools that help you enhance services with ease. Provide your clients with a secure and simple way to keep updated on matters and send and receive documents securely using the Osprey web portal. The portal also integrates seamlessly with DocuSign preventing the hassle of printing for your clients and speeds up case progression. Run a client-centric firm that wins business, builds strong client relationships, and achieves an unrivalled reputation.
Digitally organise your firm
Never lose track of a file again with Osprey’s centralised, comprehensive document creation and storage solution. Osprey’s private client software helps your produce all the letters, forms and documents you need and store them in a single cloud-based platform. With unlimited storage, Osprey keeps your files organised and with the powerful global search feature you can easily find and stay on top of your documents.
Plus, Osprey can use the data you store to prepopulate forms to avoid re-keying data, it helps you create a digital case bundles without hours of scanning and allows you to store emails, and any other file type, against matters so your workload is always organised.
Trusted by law firms big and small
Private client case management software key features:
Automatically paginated, indexed, and formatted correctly in a PDF file, you’ll save time and money using the case bundle feature in Osprey.
Streamline your tasks and standardise processes by making use of the customisable private client workflows available including specialised wills, LPAs and probate.
Secure client portal
Speed up the process of sending and receiving files and updates with Osprey’s secure client web portal.
Auto-populate forms and documents, build a template library and easily store and edit documents to significantly reduce production time and human error.
Integrated time recording
Record your tasks in real-time with the time recording app. Whether you’re at the office or with clients, ensure you’re accurately billing your hours.
Keep your clients regularly informed by scheduling timely text messages using the TextAnywhere integration.
Osprey’s workflows automatically populate all IHT forms, saving you hours of time.
Find out more about Osprey for private client solicitors
A complete software solution for busy lawyers
Osprey provides law firms with the tools they need to drive long-term efficiencies.