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Best practices for simplified billing in Osprey

Updated Oct 1st, 2025

Your guide to accurate, efficient, and stress-free billing in Osprey Approach

Who is this guide for? 

This guide is designed for accountants, legal cashiers, fee earners, and support staff who manage billing and financial processes in Osprey.

Billing doesn’t have to be a burden. With the right tools and workflows in Osprey, you can simplify your billing process, reduce errors, and save time, to help you streamline your billing tasks and stay on top of your financial responsibilities.

This guide covers: 

  • Centralising billing data
  • Automating time recording
  • Using workflows for billing consistency
  • Generating and managing invoices
  • Monitoring financial performance
  • Customising your billing views

1. Centralise billing data in the Matter History

Keep all billing-related documents, notes, and records in one place to ensure accuracy and transparency.

  • View invoices and account limits direct from the client and matter dashboard
  • Store everything in one location: Save invoices, time records, and billing notes directly to the Matter History to avoid scattered documentation.
  • Organise with folders: Use work-type folders to categorise billing documents (e.g. invoices, time logs, correspondence).
  • Avoid external documents: Instead of creating separate Word files, use Osprey’s built-in note functionality to record billing notes.
  • Bulk upload notes: Use Smart Actions to mass upload notes efficiently, saving time and reducing manual entry
  • Quick access to setup guides:

Set Up and Manage Matter History Folders

Smart Actions: Matter History Notes in Osprey

2. Automate time recording to maximise billable hours

Accurate time recording is essential for effective billing. Osprey makes it easy to capture time automatically.

  • Enable auto time recording: Automatically log time when generating documents or sending emails.
  • Review before billing: Always check and edit time entries to ensure they reflect actual work done.

3. Use workflows to ensure billing consistency

Workflows help standardise your billing process and reduce manual errors.

  • Automate billing steps: Trigger tasks like using digital requisitions
  • Include compliance checks: Use workflows that incorporate regulatory requirements to stay compliant.
  • Reduce manual effort: Let workflows handle repetitive billing tasks to free up time for more valuable work.

4. Monitor financial performance with reporting tools

Stay on top of your billing targets and financial health using Osprey’s reporting features.

  • Client & Matter Tables: View balances, billing status, and review dates at a glance.
  • Generate key reports: Track time recorded, invoices issued, and payments received.
  • Month end report produced in a click
  • Make use of Osprey analytics and finance dashboard that update hourly.
  • Improve cash flow: Monitor aged debt and outstanding balances to take timely action.

5. Customise your billing views for clarity

Tailor your workspace to show the data that matters most to you.

  • Client Ledger View: Adjust columns to show debit/credit breakdowns or reorder for better visibility.
  • Matter History Columns: Highlight billing-related entries by customising column views.
  • Improve visibility of your client and matter data by customising the tables
  • Flexible reporting to assist with locating the information you need.

Become a billing expert with these simple tips that help you use Osprey to stay accurate, efficient, and compliant.

If you’d like further help or training on the features and tools mentioned in this guide, please contact our support team: Raise A Support Ticket Or Book Software Training  All users of Osprey can access free training and unlimited support with our in-house team.

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