Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Accounts Users, Accounts Supervisors and Case Management Supervisors

This guide will go through the Contract Work reports

Contract Work reports include the Controlled Matter Start, Consolidated Matters, CRM6/11 and CRM7

Filter Options

Report – Choose the report that you wish to run.

Controlled Matter Start – Consolidated Matters

Guide for Consolidated Matters reports: Reports: Consolidated Matters – Osprey Approach Customer Support & Training | Osprey Academy

CRM6 & CRM11 – Contract Work Reports

Guides for using the CRM6 & 11 reports are below.

Run the CRM6/11 report – Osprey Approach Customer Support & Training | Osprey Academy

Reprint CRM6 and CRM11 forms – Osprey Approach Customer Support & Training | Osprey Academy

CRM6 Billing – Set up – Osprey Approach Customer Support & Training | Osprey Academy

CRM6 and CRM7 checklist – Osprey Approach Customer Support & Training | Osprey Academy

Manage Contract Work Forms list values for Legal Aid reporting – Osprey Approach Customer Support & Training | Osprey Academy

CRM7

Reports: CRM7 – Osprey Approach Customer Support & Training | Osprey Academy

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