Accurate billing in Osprey: From Time Recording to Invoicing
Updated Sep 30th, 2025
How to utilise Osprey’s time tracking tools to capture every minute, reduce errors, and meet your billing targets.
Who is this guide for?
This guide is for fee earners, solicitors, and finance teams responsible for time recording, billing, and managing client matters.
Accurate time recording is essential for meeting billing targets, maintaining compliance, and providing transparency to clients. Using Osprey effectively can save hours of admin, reduce errors, and ensure all work is captured and billed correctly.
This guide outlines six best practices for using Osprey to streamline time recording and billing.
This guide covers:
- Capturing time as you work
- Using matter timers
- Associating work with tasks and workflows
- Billing increments and rounding
- Reviewing and approving time
- Producing invoices
Record time directly from documents and emails
Make sure all document production and correspondence is billed accurately by recording time as you work.
- When generating letters, forms, or contracts from Osprey, time entries can be created automatically.
- This reduces the risk of missed entries and improves billing accuracy.
How-to guide:
Review and approve time regularly
Regular reviews of recorded time help identify errors or missing entries before invoices are raised.
- Regularly check unbilled time to ensure nothing is missed before invoicing.
- Supervisors can review entries for accuracy, completeness, and correct matter allocation.
- Use Osprey reports to identify any gaps, unusual entries, or work not yet billed.
How-to:
Produce accurate invoices
Invoices are the final step where accurate time recording translates into revenue. Osprey helps streamline this process and maintain compliance.
- Generate invoices directly from Osprey, pulling in all approved time, disbursements, and expenses.
- Ensure matter details, billing rates, and any pre-agreed discounts are correct.
- Save or email invoices directly from Osprey and link them to the matter history for a complete audit trail.
How-to:
Optimising your time recording and billing with Osprey
Consistent, accurate time recording ensures your firm meets billing targets and maintains transparency and compliance. Using timers, workflows, and matter-linked entries saves time, reduces errors, and makes reporting simpler.
Next steps:
- Attend a monthly live demo to explore tips and best practices for efficient time recording and billing in Osprey.
- If certain features aren’t enabled for your firm, speak with your CSM to review and configure them.