Customise Osprey to suit your law firm

Take full control of your firm’s processes with a case management system designed for flexibility. Osprey adapts to your needs—no coding, no extra costs, and no need to change the way you work. Easily customise workflows, templates, and permissions while ensuring data security with configurable access controls.

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Configurable System Settings for UK law firms

Easily configure Osprey to match your firm’s unique processes, ensuring efficiency, security, and compliance. With customisable workflows, templates, access controls, and data fields, you can tailor the system to suit your needs—without coding or additional costs. Maintain control, streamline operations, and work the way that best suits your firm.

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Custom access & permissions

Control who can access, edit, and manage data with customisable permission settings. Restrict access to reports, system settings, financial data, and other sensitive information, ensuring only authorised users—such as fee earners, accounts teams, or management – can view or edit specific areas.

You can customise roles across your team and ensure that the right people have access to the right information. Additionally, Osprey lets you create custom document templates that maintain consistency and save time across cases.

Configurable templates for efficiency and consistency

Ensure consistency and streamline operations with customisable templates that match your firm’s processes. Easily create, edit, and manage templates without coding, so your team can work more efficiently.

  • Form templates – Capture client data accurately and efficiently.
  • Workflow templates – Automate processes and ensure best practices.
  • Document templates – Standardise contracts, letters, and legal forms.
  • Email templates – Save time with pre-set email structures.

Configurable system settings to suit your law firm

Access templates & permissions

Easily control who can access specific data and features within Osprey. Set up custom access templates and permissions to ensure that the right team members have the appropriate levels of access, helping to maintain security and compliance across your firm.

Building & customising workflows

Easily create and edit workflows to match your firm’s processes—no coding required. Automate tasks, standardise procedures, and adapt workflows as your firm evolves, all with simple drag-and-drop tools.

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Document templates

Standardise document creation with custom templates. Save time and ensure consistency across all correspondence by using pre-configured templates for letters, contracts, and legal forms, reducing manual input and improving accuracy.

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Folder structure

Organise case files in a way that works for your firm. Customise folder structures within the matter history, adding new folders globally or by work type, ensuring that documents are easy to access and neatly structured.

Custom questionnaires

Streamline data collection with custom-built questionnaires. Design tailored forms for clients and staff to capture essential case details, ensuring accuracy and efficiency in gathering and managing key information.

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Custom data pages

Create unlimited data fields to capture and report on the information your firm needs. Track client details, case specifics, and enquiry sources to improve reporting and business insights.

Frequently Asked Questions
  • Can I control who has access to specific features and data within Osprey?

    Yes, Osprey allows you to set up access templates and permissions, ensuring that only authorised users can view, edit, or manage specific areas of the system. This helps maintain security and compliance across your firm while giving the right people the tools they need to work efficiently.

  • Can I customise workflows to match my firm’s processes?

    Absolutely! Osprey provides workflow automation tools that enable you to create, modify, and customise workflows to fit your firm’s case management processes. This ensures tasks are assigned, tracked, and completed efficiently, improving productivity and reducing admin time.

  • Does Osprey allow us to create and manage document templates?

    Yes, you can create and store document templates within Osprey, ensuring consistency across client communications and case documents. This feature saves time by reducing manual drafting and ensures compliance with firm-wide standards.

  • How can I collect and manage client information more efficiently?

    Osprey provides custom questionnaires, which you can design to collect the exact information you need from clients and staff. These digital forms streamline data collection, reduce errors, and improve the efficiency of onboarding and case management.

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:

Reporting & BI

Compliance

Third-party Portal

System configuration

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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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