Successfully implement new legal software into your firm

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Switching software made easy with our tried and tested process

We understand your fears and concerns about switching software providers, but when you partner with Osprey you’re not alone. You’ll have an assigned implementation team, a project manager with you on go-live day and priority access to support during your post go-live period to ensure you’re set up for success.

Our successful implementation process

1. Welcome session

In the welcome session you’ll meet your implementation team, and we’ll begin to better understand your business – what you hope to achieve, you firm’s goals, your current processes. We’ll take you through the key project stages and outline initial expectations and requirements to get the project off to the best possible start. We’ll also discuss options for importing existing data and how you want to go live.

2. Existing process review

Your Osprey project manager will shadow your teams, across all departments, to get a deeper understanding of your current operations. This has three major benefits. Firstly, it helps us gather the information we need to configure the Osprey system to your needs. Secondly, it helps us tailor the training sessions for your team based on their current technical knowledge and software use. And lastly, it helps us to identify potential improvements to your procedure that’ll help you increase efficiency and meet your goals.

3. Project planning

This is where the details begin, and a full project plan and scope can be created. Data migration, system configuration and detailed project processes will be discussed and agreed. We recap a demonstration of the software to help familiarise the team with the system, we go through our important fact-finding question pack and plan each users’ training requirements that will form your firm’s training plan.

4. System configuration

Using the information we gathered during the project planning stage, our team will set up your database and configure all the necessary settings, features, and functionality specific to your firm. Part of our initial setup includes preparing your letterheads, two standard documents and your bill templates to get you started.

5. Data migration

We customise the data migration based on the format and complexity of the data you wish to import. We have migrated data from a wide range of case management solutions, for hundreds of firms, so you can be confident your data is in safe hands. Before the data is imported it goes through verification and import procedures for quality assurance.

6. Training

Your firm will have access to our training site so you can feel confident navigating the system, which can alleviate any pre-go-live worries. Your agreed training plan that will take users through role-based online training courses to help them understand the fundamentals of the system. We can also arrange on-site training days and you’ll have 24/7 access to the Osprey Academy, how-to guides and tutorial videos.

7. Go live

You’ll have priority access to our implementation and support team when you go-live to ensure any issues or challenges are ironed out and questions can be answered quickly. Depending on the size and complexity of your firm, you could also choose to go live with elements of Osprey separately. The choice is yours so you can be confident your migration meets the goals of your firm.

8. Post-implementation review

We’ll allow time for things to settle across your firm and enable users to gain everyday experience in using Osprey and then we’ll do a post-implementation review. This enables firms to address any current challenges or book additional training where needed. And it allows us to offer further advice or best practices for making better use of Osprey and it’s features. Continued support and training will always be available, at no additional cost, to all users of Osprey to improve ROI.

Post-implementation support & guidance 

It’s important to us that Osprey is working hard for your firm, so our customer success team regularly check-in to update you on the latest features, gather feedback on your experience, and help you get the most from the software to better meet your goals.

All Osprey users also have access to unlimited telephone-support, online training, and 24/7 access to the Osprey Academy so you always have the guidance and support you need to make the most of the software.  

Supporting you through your software migration

We know switching software or implementing new systems is scary. Often, it’s the fear of change and the unknown that stops firms from implementing solutions that’ll boost performance, so we ensure you and your team are supported in getting up and running. We operate a ‘no question is a stupid question’ policy so everyone, no matter their technical knowledge, background or role, can feel comfortable and confident in using Osprey and are optimistic about the benefits it can bring. When you partner with Osprey you’re not alone, you’ll have an assigned implementation team, a project manager with you on go-live day and priority access to support during your post go-live period to ensure you’re set up for success.

Successfully implement legal software into your firm

The success of your software implementation will dramatically effect when you’ll begin to realise the benefits of your practice management solution. That’s why we’ve put together a guide to support you in your project and improve adoption rates and increase ROI.

Fast track implementation if you need it  

Get started with Osprey in as little as 24 hours with the rapid deployment plan. Using the fast-track implementation option we concentrate on the most important things first so you can begin using Osprey throughout your firm as quickly as possible. The beauty of Osprey is it’s cloud-based, so the set-up of your system is instant and remote. We don’t migrate all of your data straight away, but we ensure you can manage cases, record time, produce documents, utilise our templated workflows and use the client portal so you’re operational and serving clients. You’ll also have 24/7 access to our on-demand training courses, how-to guide and tutorial videos and the all-inclusive training and support is available when you need it.

Frequently Asked Questions
  • What implementation services do you offer?

    We offer fully managed implementation services to help set-up, configure, migrate data and train users to ensure your confident using Osprey from day one. You’ll be assigned a Project Manager who will assist with project planning, configuration, data migration plans and training schedules. We also offer unlimited support and training throughout the lifetime of your licence, so you’ll always have the support and guidance you need. View our services page for more details.

  • How do you implement new legal software?

    We have created a free guide that discusses how to implement legal software successfully into your firm, which covers how to plan, what to expect and top tips for success. Download the guide here. 

    We follow a tried and tested, eight stage implementation process that supports all firms and users migrating to Osprey.

    You can also view our Getting Started guides on our customer Academy to understand the processes and stages taken to implementing Osprey into your firm. You’ll have a dedicated project manager, high-priority access to our support team, and an account manager to ensure you’re supported during the process.

  • How long does it take to implement Osprey?

    The implementation process varies between law firms. The time it takes to implement Osprey depends on how the size of your firm, how many users there are to train, how much data you need to migrate, as well as other factors.

    Discover the seven factors that effect how quickly you can implement legal software in this article.

    We do offer a fast track implementation plan which can get you started with Osprey in as little as 24 hours with a rapid deployment plan. Please get in contact for more details.

  • Do we have to implement all of Osprey at once?

    You don’t have to implement Osprey all at one. Osprey is flexible and so can be implemented in stages to suit the needs of your firm. You can begin using some features of Osprey before implementing other areas or you can roll it out department by department for example. We create a implementation project plan that suits the needs of your firm, so please get in contact to find out more.

Run a successful law firm with Osprey Approach

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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