Osprey Analytics: Compliance Dashboards for SME Law Firms

Gain clear compliance oversight with Osprey Analytics

Monitor compliance performance and reduce risk with Osprey Analytics. Gain clear visibility into regulatory activity with dashboards designed to support SRA, Lexcel, and CQS requirements, including risks related to client data and professional indemnity insurance (PII), without manually pulling together reports.

Monitor compliance with greater clarity

A clear view of compliance activity

Bring together compliance data from across your firm into a single dashboard. Monitor key metrics such as client onboarding activity, risk levels, and due diligence checks so you can easily review how your firm is performing.

Identify risks and trends earlier

Interactive dashboards help you quickly spot patterns or anomalies in your data. By visualising compliance activity across teams, matters, or time periods, your firm can proactively identify areas that may require further attention.

Support regulatory reporting

Having the right data available in one place makes it easier to prepare internal reports or respond to regulatory requests. Osprey Analytics helps you access and present compliance data clearly without manually compiling spreadsheets.

Compliance dashboard features:

Executive compliance overview

Quickly understand your firm’s compliance position with a high-level dashboard showing key metrics such as AML exceptions, residual client balances, complaints, open breaches, file review pass rates, and overdue training.

SRA risk dashboard

Track regulatory risk indicators in real time, including AML in-scope matters, missing CDD or source of funds, client money anomalies, overdue undertakings, and breach logs — helping you identify and address issues early.

Lexcel practice management dashboard

Monitor internal compliance processes with visibility over client care KPIs, file reviews, training completion, risk actions, and information governance metrics to support Lexcel accreditation.

CQS conveyancing dashboard

Stay on top of conveyancing compliance with insights into pipeline stages, mortgage lender matters, post-completion SLAs, requisitions, and fall-throughs or complaints.

Combine multiple data sources

Pull in data from Osprey, Excel, or other integrated systems to create a complete view of the firm’s insurance exposure. Osprey Analytics is subject to the the data being accessible via Osprey or an external data source

Running a compliant law firm just got easier

Osprey Analytics removes the need to manually compile compliance reports by bringing your data into clear, visual dashboards. Reduce errors, save time, and ensure you always have up-to-date information available for audits, reviews, and regulatory submissions.

See Osprey Analytics in action

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 so you can run an effective and profitable firm.

Discover more features of our legal practice management software: