Adding and Managing Key Dates

Updated Aug 14th, 2025

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Osprey allows users to add Key Dates to their matters as a reminder to do something on the matter. This guide will take you through your options

Adding a key date

Key dates can be added from the Case management area of Osprey. Select New > Key Dates

on the new screen click Add

In the page that opens up you can now enter the details for the Key Date, Once the boxes have been completed click SAVE to create the key date.

Client and Matter number – shows the currently loaded client and matter. You cannot change that on this page so ensure you have the correct client and matter loaded before creating the Key Date

Key Date – Type or select a date from the calander for the Key Date

Key Date Type – Select the Key Date type from the dropdown menu. These are set up by your supervisor.

Notes – Displays the detail for the Key Date type previously selected

Fee Earner – Select the primary fee earner associated with this key date using the drop down list. If more than one Fee Earner needs to be aware of this key date you can use the Multi Select button to choose additional Fee Earners

Date Met – Once your Key Date has been met, place a tick in this box.

Create Diary Appointment? – For office 365 users you can place a tick in one of these boxes to create an outlook diary appointment/reminder for the Key Date

Published? – For users who have our Client portal set up, placing a tick here will allow their clients to see the key date in the portal.

Viewing your key dates & your key date summary

You can view a list of your key dates in three places in osprey.

1. From the Coming up panel
2. From the Case Management Key Dates Screen
3. From the Key Date Summary screen

Coming up

The coming up panel is visible on the home page as well as the client and matter workspaces. The panel will show outstanding key dates and matter review tasks including overdue, today’s tasks, and upcoming actions. Simply click on each key date to view additional information.

Case Management

Navigate to Case management > Matters > Key dates. This will open the page showing all of the key dates on the currently loaded matter

Key date summary

Navigate to Case management > All key dates

In this screen you can choose which key dates you want to view, this screen is not interactive as with the home screen, but the results can be printed to enable further review.

1. Filter By Fee Earner – Using the dropdown arrow choose the fee earner for whom you want to view their Key Dates

2. Filter by Key Dates – Use the dropdown arrow to filter by Met or Unmet Key dates for the selected fee earner.

3. Filter by Key Date Type – Use the dropdown arrow to filter by a key date type.

4. Filter by Dates – Enables boxes to select a date range for key dates associated with the selected fee earner. You can either type the date into the box or use the calendar to select a date

Managing your key dates

Coming up panel

Select a key date to reveal more details.

you can change the Fee Earner associated with the key date.

From the key date list in the case management area you can amend the details of the key date or mark the key date as being met.

Navigate to Case management > Matters > Key dates

To edit the details, click on the pencil icon on the row you want to edit under the EDIT column

This will open the same details screen used when creating the key date. You can now edit any of those details except the client and matter numbers.

Mark key date as met

Once you have completed any actions, you will want to mark that key date as being Met. This will stop any reminders and remove the key date from the Coming up panel. The met key dates will still be visible on the key date page in the case management section.

Coming up

Select a key date to reveal more details. Choose MARK AS MET

Case Management

Navigate to Case management > Matters > Key Dates. All key dates that are not met will have a small red dot in the DATE MET column. Click onto the pencil icon in the EDIT column, place a tick into the Date Met box and click save. The key date will now be marked as met. It will have a small green dot in the DATE MET column