Course Catalogue

Access Templates & User Accounts

01 – Creating an Access Template

• What are Access Templates?
• Creating a New Template
• Copying a Current Template

02 – Editing an Access Template

• Amending Access Templates
• Deleting Access Templates

03 – Adding a User Account

• The User List
• Adding a New User
• Compulsory Fields
• The User ID
• Activating a User

04 – Editing a User Account

• Editing User Details
• Deactivating a User
• Resetting a Password
• Resetting the UI State

Accounts 1: Basic

01 – The Client Ledger

• Customise Ledger View
• Posting to the Client Ledger
• Posting Types
• Raising Requisitions

02 – Client Bank Receipt

• Why Post a Client Bank Receipt?
• Posting a Client Bank Receipt

03 – Client Bank Payment

• Posting a Client Bank Payment
• Generating Cheques

04 – Office Bank Payment

• Posting an Office Bank Payment
• Disbursement Postings

05 – Nominal Payment & Transfer from Nominal

• The Nominal Ledger
• Posting Payments & Receipts
• Transfer from Nominals

06 – Petty Cash Payment

• What is a Petty Cash Payment
• Posting Petty Cash Payment

07 – Bills

• Bill Posting Type
• Posting a Bill
• Allocating Disbursements
• Time Allocation
• Apportioning Costs
• Printing Bills

08 – Allocations

• Retrospective Allocations
• Allocating Payment to a Bill
• Checking Allocations

09 – Cost Transfer & Cost Transfer Report

• Why Post a Cost Transfer?
• What is the Cost Transfer Report?
• The Posting Details Page
• The Allocate Credit Page
• The Apportion Costs Received Page

10 – Office Bank Receipt

• Why Post an Office Bank Receipt?
• Posting an Office Bank Receipt
• The Allocate Credit Page

11 – Z Note

• Why Post a Note to the Client Ledger?
• Posting the Note

12 – Nominal Petty Cash Payment

• Why Post a Nominal Ledger Petty Cash Payment & Receipt?
• Posting a Petty Cash Payment & Receipt

13 – Creating Cheques

• Payee Options
• Cheque Options
• Posting Details

Accounts 2: Advanced

01 – Journals Between Matters

• Journaling the Client Ledger
• Client Transfer Payment & Receipt
• Office Transfer Payment & Receipt

02 – Deposit Accounts

• What are Deposit Accounts?
• Linking Deposit Accounts to the Client Ledger
• Deposit Posting Types
• Client Transfer to Deposit

03 – Creating New Nominals

• What Are Nominals?
• Nominal Headers & SACs
• The Account List
• Create a New Nominal Header
• Create an SAC for an Existing Nominal Header

04 – Nominal Journals

• What are Nominal Journals?
• Nominal Transfer From Account
• Nominal Transfer Into Account

05 – Introducing Petty Cash from Bank

• Why is Introducing Petty Cash Important?
• Posting Types
• Posting Petty Cash from Bank

06 – Paying VAT to HMRC

• Paying HMRC
• VAT Payment
• VAT Adjustment
• Posting a VAT Payment

07 – Reconciling Bank Accounts

• Why Reconcile the Bank Accounts?
• Manual Reconciliation
• Printing the Banks
• Sorting & Filtering the Reconciliation Screen

08 – Purchase Ledgers

• What are Purchase Ledgers?
• Creating a Purchase Ledger
• Posting a Supplier Invoice
• Paying the Supplier
• Allocating Payments

Accounts 3: Supplementary

01 – Unpaid Disbursements

• What are Unpaid Disbursements For?
• Posting an Unpaid Disbursement
• Paying an Unpaid Disbursement
• Undoing a Paid Unpaid Disbursement
• Cancelling an Unpaid Disbursement
• Running the Unpaid Disbursements Report

02 – Budgets & Budget Analysis

• What are Budgets?
• Adding a Budget
• Amending a Budget
• Checking Budget/Actual/Under Over And %
• Running the Budget Analysis Report

03 – Scheduled Postings

• What are Scheduled Postings?
• Adding a New Schedule
• Editing & Deleting a Schedule
• Posting Pending Items
• Deleting Pending Items

04 – Provisional Journals

• What are Provisional Journals?
• Posting a Provisional Journal Credit

05 – Allocating Payments In Purchase & Client Ledgers

• Why Allocate Payments?
• Allocating Payments in the Client Ledger
• Allocating Disbursements in the Client Ledger
• Allocating Invoices/Payments in the Purchase Ledger

06 – Provisional Bills

• What are Provisional Bills?
• Posting a Provisional Bill
• Delivering a Provisional Bill
• Undoing a Delivered Provisional Bill
• Cancelling a Provisional Bill

07 – Counsel Fees

• What are Counsel Fees?
• Entering Counsels Fees
• Paying Counsels Fees
• Undoing Paid Counsels Fees
• Cancelling Counsels Fees

Accounts: Quick Start

01 – Getting Started

• Logging into Osprey
• The Osprey Approach Home Page

02 – Searches

• The Global Search
• Loading a Client & Matter
• Client & Dossier Searches
• Conflict of Interest Searches

03 – Clients & Matters

• Adding & Editing Clients
• Making Prospects Live
• Adding & Editing Matters
• Archiving Matters
• Credit & Money Laundering Checks

04 – The Client Ledger

• Viewing the Client Ledger
• Printing the Client Ledger
• Raising Requisitions

05 – Client Bank Receipt

• What is a Client Bank Receipt?
• Posting a Client Bank Receipt

06 – Client Bank Payment

• What is a Client Bank Payment?
• Posting a Client Bank Payment

07 – Office Bank Payment

• What is an Office Bank Payment?
• Posting an Office Bank Payment

08 – Office Bank Receipt

• What is an Office Bank Receipt?
• Posting an Office Bank Receipt

09 – Bills

• Bill Posting Types
• Posting a Bill
• Allocating Disbursements
• Times Allocation
• Apportioning Costs
• Printing Bills

10 – Petty Cash Payment

• What is a Petty Cash Payment?
• Posting a Petty Cash Payment

11 – Unpaid Disbursements

• What are Unpaid Disbursements For?
• Posting an Unpaid Disbursement
• Paying an Unpaid Disbursement
• Undoing a Paid Unpaid Disbursement
• Cancelling an Unpaid Disbursement
• Running the Unpaid Disbursements Report

12 – Z Note

• Why Post a Note?
• Posting your Note

13 – Nominal Petty Cash Payment

• Why Post a Nominal Ledger Petty Cash Payment & Receipt?
• Posting your Petty Cash Payment & Receipt

14 – Reconciling Bank Accounts

• Why Reconcile the Bank Accounts?
• Manual Reconciliation
• Printing the Banks
• Sorting & Filtering the Reconciliation Screen

15 – Purchase Ledgers

• What are Purchase Ledgers?
• Creating a Purchase Ledger
• Posting a Supplier Invoice
• Paying the Supplier
• Allocating Payments

Advanced Workflow Actions

01 – Adding & Editing Workflow Criteria

• Introduction
• Setting Criteria on Actions
• The Criteria Screen
• Editing Tasks & Adding Criteria

02 – Linking Tasks to Key Dates

• Linking Tasks to Key Date Actions
• How to Link Tasks to a Key Date
• Unlinking a Task

03 – The Tick Task Action

• What is the Tick Task Action?
• Ticking a Task

Case Bundles

01 – Creating a Case Bundle

• What is a Bundle?
• What Goes in a Bundle
• Creating a Bundle

02 – Adding Folders to a Bundle

• Creating Folders
• The Root Folder

03 – Adding Content

• Adding Content to a Bundle
• The Processed Date

04 – Downloading a Bundle

• Downloading a Bundle
• Viewing a Bundle

05 – Bundle Document Settings

• Amending Bundle Worktype
• Amending Bundle Font Size & Type

Case Supervisor: Dossier Fields & Pages

01 – What are Dossier Pages & Fields

• Introduction
• Dossier Page Contents
• Commonly Used Fields

02 – Creating Pages & Linking to Work Types

• Creating a Dossier Page
• Editing a Dossier Page
• Assigning a Worktype

03 – Creating Dossier Fields

• The Dossier Fields Page
• Adding a Dossier Field
• Editing & Deleting Dossier Fields

04 – Creating Dossier List Fields

• Adding Dossier List Fields
• Creating Values
• Ordering the List
• Default Entries
• Editing Dossier List Fields

05 – Linking Fields to Dossier Pages

• Linking Dossier Fields
• Unlinking Dossier Fields
• Designing Dossier Pages
• Previewing Dossier Pages

06 – Expert Types & Area of Expertise

• What are Expert Types?
• Adding an Expert Type
• Editing an Expert Type
• Adding an Area of Expertise

Case Supervisor: Questionnaires

01 – Custom Questionnaires

• What are Custom Questionnaires?
• Creating Custom Questionnaires
• Linking & Arranging Fields
• Filtering Options
• Design the Client View

02 – Web Questionnaires

• What are Web Questionnaires?
• Creating a New Enquiry Form

03 – Workflow Web Questionnaires

• What are Workflow Web Questionnaires
• Creating a Web Questionnaire
• Linking the Questionnaire to a Workflow
• Running the Questionnaire
• Questionnaire Administrator

Case Supervisor: Standard Documents

01 – Include Documents

• Creating an Include Document
• Uploading a Header/Footer
• Updating an Including Document
• Adding Include Documents to Letters
• Running a Preview

02 – Standard Documents

• Creating Document Templates
• Filtering the Document List
• Editing Document Data
• Deleting a Document

03 – Linking Mergefields

• Designing a Document
• Selecting Mergefield Tables
• Linking Fields to a Document
• Previewing a Document

04 – PDF & Excel Documents

• Creating a PDF Document
• Creating an Excel Document

05 – Cloning Documents

• Add Current Document
• Linking Fields

06 – Item Types

• Creating Item Types
• Assigning Item Types to Matter History Items

07 – Email Templates

• Creating Email Templates
• Inserting Mergefields from Osprey
• Using Templates when Sending Emails

08 – Text Message Templates

• Creating SMS Templates
• Inserting Mergefields from Osprey
• Using Templates when Sending Text Messages

Case Supervisor: Workflows & Key Date Types

01 – Creating a Workflow

• Creating a New Workflow
• Editing Workflow Details
• Archiving Workflows

02 – Creating a Task

• Creating a New Task
• Editing a Task

03 – Adding Actions to a Task

• Commonly Used Actions
• Send Standard Document
• Automatic Key Dates
• Sending Text Messages
• Allocate Custom Questionnaire
• Editing & Removing Actions

04 – Linking Tasks to a Workflow

• Linking a Task
• Dragging & Dropping Tasks

05 – Workflow Sections

• Creating Workflow Sections
• Linking Tasks to Workflow Sections

06 – Key Date Types

• Creating Key Date Types
• Editing Key Date Types

Case Worker

01 – Getting Started

• Logging into Osprey
• The Osprey Approach Homepage
• Two Factor Authentication
• Your User Profile Page
• Logging Out of Osprey

02 – Client & Matter Searches

• The Global Search
• Client & Matter Searches
• The Wildcard Search

03 – Conflict of Interest Searches

• Client Conflicts
• Dossier Data Conflicts
• Saving Conflict Checks

04 – Adding Clients & Matters

• Adding Individual Clients
• Adding Company Clients
• Additional Named Clients
• Communication Details
• Adding the First Matter

05 – Matter Restrictions

• Restricting Individuals
• Restricting Groups

06 – Posting Time

• Posting Time
• Viewing the Time Ledger

07 – The Timer & Timesheets

• Using Timers on a Current Matter
• Using Timers on a Blank Matter
• Posting Time from the Timer
• Using Timesheets

08 – Client Ledger & Requisitions

• Viewing the Client Ledger
• The Client Ledger Summary
• Client Ledger Requisitions

09 – Contacts & Organisations

• Adding Contacts & Organisations
• Editing Contacts & Organisations
• Linking a Contact to an Organisation

10 – The Dossier

• Selecting a Dossier Pages
• Adding Information to a Dossier Page

11 – Document Production & Osprey Gateway

• Installing the Gateway
• Logging into the Gateway
• Browser Setup
• Running Documents
• Saving Documents to Matter History

12 – The Matter History

• Uploading Documents
• Adding Notes
• Customising the Matter History
• Searching the Matter History
• Matter History Item Options
• Matter History Folders

13 – Key Dates & Workflows

• Adding Key Dates
• Editing Key Dates
• Meeting Key Dates
• The Key Date Summary
• Loading Workflows
• Running Workflows

14 – Sending Emails & Text Messages from Osprey

• Sending Emails from Osprey
• Sending Emails from Matter History
• Including Matter History Items in Emails
• Sending Text Messages in Osprey

15 – Bundles & Packages

• Creating Court Bundles
• Downloading Court Bundles
• Creating Packages
• Sending Packages from Osprey

Client Level & File System

01 – Client Level

• What is the Client Level?
• Client Level Overview

02 – Creating a Client Level Workflow

• Linking Fields to a Global Dossier Page
• Creating the Workflow
• Loading the Workflow
• Running the Workflow

03 – File System Documents

• Creating a File System Document
• Filtering General Documents
• Previewing a Document

04 – File System Folders

• Creating a New Folder
• Creating Sub-Folders
• Saving a Document into a Folder
• Document Options

05 – Adding Items to the File System

• Uploading Items
• Saving Notes

06 – Editing File System Items

• Checking Out Items
• Checking In Items
• The Item Details Panel

07 – File System Item Options

• Previewing Items
• Downloading Items
• Emailing Items
• Deleting Items

Criminal Billing & CRM Reporting

01 – Introduction & Access

• Claiming your Payments
• Important Information
• Setting Access

02 – LAA Contract Number & Form Lists

• Adding a Contract Number
• Adding a Schedule Number
• Amending Contract Work Forms
• Managing Lists

03 – Setting the Matter – APP SECTIONS TO BE REMOVED

• Generating a UFN Number
• Checking the Billing Guide
• Legal Aid Codes
• Claiming Mileage
• Personal Details

04 – Running the CRM6 Report

• Contract Work Reports
• Running Validation
• Billable Matters List
• Summary of Claims
• Saving Online Submission

05 – Using CRM6 with Auto Posting

• Checking the Posting Date
• Changing the Posting Date

06 – Setup Required

• Setting Up a Mileage Nominal
• Ticking Access Flags
• Setting System Switches
• Auto Posting Defaults
• Posting Descriptions
• Spooling Bills
• Remuneration IDs
• Posting Dates

07 – Submission & Reconciliation

• Reconciling the LAA Claim Summary
• Ticking the Transactions

08 – Printing CRM11 Bills & CRM7 Report

• Reprinting CRM Batches
• Spool Bills

File Restrictions

01 – Matter Restrictions Setup

• Matter Restricted Access
• Per-User Restrictions

02 – Matter Restrictions (Browser)

• Editing a Matter
• Restricting a User
• Restricting a Group

03 – Matter Restrictions (App)

• Editing a Matter
• Restricting a User
• Restricting a Group

Month End

01 – Pre Period End Checks

• Pre-Period End Checks
• The Trial Balance
• Ledger Balance
• Purchase Balance
• Bank Balance

02 – Pre Period End Reports

• Pre-Period End Reports
• Aged Debtors Reports

03 – Month End

• What is Month End?
• Running Period End

04 – Month End Reports

• Running Your Reports
• Report Selection
• Printing Reports
• Exporting Reports

05 – Exporting Reports

• Why Export Reports?
• Exporting to Excel/CSV/PDF

Osprey Integrations

01 – Docusign

• Requesting Signatures
• Additional Signatures
• Signing a Document

02 – InfoTrack

• Adding Information
• Submitting an Order

03 – Loqate

• Searching a Postcode
• Adding the Address

04 – Lexis Nexis

• Running Lexis Nexis Forms
• Saving Forms to the Matter History
• Checking Out Forms

05 – Searchflow

• Setting Up Bundles
• Favourite Products
• Submitting a Search

06 – Text Anywhere

• Sending Texts in Osprey
• Text Message Templates

07 – Coadjute

• What is Coadjute?
• Invitations
• Viewing & Accepting an Invitation
• The Coadjute Board
• The Message Centre

08 – Minerva

• Running the Minerva Workflow Action
• Adding Minerva Actions to Workflow Tasks

Report Writer 1: Basic

01 – Getting Started

• Entering Your Osprey URL
• Entering Your Credentials
• Logging into the Report Writer
• Selecting a View
• Report Writer Settings in Osprey
• Saving Progress

02 – Creating & Editing Bands

• What are Bands?
• List of Available Bands
• Creating Bands
• How to Remove Bands

03 – Commonly Used Functions

• The Report Writer Screen
• Changing Page Orientation
• The Tool Box
• Title & Column Headings
• The Details Bar
• Adding Details
• Adding & Editing Images

04 – Calculated Fields

• Creating Calculated Fields
• Using Calculated Fields
• The Expression Editor

05 – Sorting & Grouping Data

• Sorting Data
• Grouping Data
• Editing Sorts & Groups

06 – Adding Parameters

• What are Parameters?
• Adding & Editing Parameters
• Parameter Functions

07 – Saving Your Report

• Saving Overview
• Saving Reports
• Editing Reports
• Why Clone a Report?
• Cloning Reports
• Deleting Reports

Report Writer 2: Advanced

01 – Getting Started

• Chart Introduction
• Prior to Booking this Course…

02 – Adding & Placing a Chart

• Cloning a Report for a Chart
• Placing the Chart
• Adding the Chart

03 – Pie Charts

• Creating the Pie Chart
• Selecting a Style
• Setting up the Chart Series
• Toggling Chart Properties
• Amending the Legend & Data Points

04 – Bar Charts

• Creating the Bar Chart
• Selecting a Style
• Setting up the Chart Series
• Toggling Chart Properties
• Amending the Labels

05 – Pivot Charts

• Creating the Pivot Chart
• Selecting a Style
• Setting up the Chart Series
• Toggling Chart Properties
• Amending the Sources & Pivot Columns

06 – Running Reports in Osprey

• Accessing the Reports in Osprey
• Report Permissions
• Searching for Reports
• Running a Report

07 – Scheduling Reports

• Setting up a Schedule
• Amending Recurrence
• Removing a Schedule

Standard & Financial Reports

01 – Introduction

• Reports Available
• Commonly Used Reports

02 – Ledger Balance Filters

• The Ledger Balance Report
• Filtering the Report
• Running the Report

03 – Check For Overdrawn Balances

• Filtering the Report
• Running the Report

04 – Check For Credit Balances

• Filtering the Report
• Running the Report

05 – Exporting Report Results

• Exporting to Excel
• Filtering your Data

Supervisor Case Management: Quick Start

01 – Work Types

• What are Work Types?
• Adding New Work Types
• Amending Work Types
• Archiving Work Types

02 – Documents & Lexis Forms – REMOVE APP SECTION

• Creating Document Templates
• Adding Content & Mergefields
• Adding New PDF & Excel Documents
• Add Current Document
• Lexis Integration

03 – Include Documents

• What are Include Documents?
• Creating an Include Document for your Header & Footer
• Uploading the Include Document
• Adding Include Documents to your Templates

04 – Amending Workflows

• Creating a Workflow
• Archiving a Workflow
• Creating New Tasks
• Linking Tasks to Workflows

05 – Email Templates

• Creating an Email Template
• Adding Mergefields to Email Templates

06 – Client & Matter Extensions

• What are Extensions?
• Creating a New Extension
• Adding Mergefields to your Extension
• Cloning an Extension

Supervisor User: Quick Start

01 – Adding & Amending Users

• Adding a New User
• The User Activation Process
• Amending a User
• The User Profile Area

02 – Access Templates

• Creating & Cloning Access Templates
• Amending Access Templates

03 – Adding Fee Earners & Transferring Matters

• Creating New Fee Earners
• Amending Fee Earners
• Transferring Matters Between Fee Earners
• Fee Earner Status

04 – Fee Earner Rates

• Methods of Recording Time
• Adding Activity Codes
• Linking Activity Codes to Work Types
• Remuneration Types
• Setting Charging Rates

05 – Security Groups

• Creating Security Groups
• Adding Users to Security Groups

06 – System Settings & Configuration

• Amending System Settings
• Amending Configuration Settings & Switches

Web Portal 1: User

01 – Web Enabling Clients

• Web Enabling a Client
• Unpublishing a Matter
• Republishing a Matter
• Enable Client Access
• Resetting a Password

02 – Linking Associates

• Linking Associates to a Matter
• Unlinking Associates

03 – Web Enable Matter History Documents

• Web Publishing a Matter History Document
• Web Publishing for Individual Users
• Web Enabling Permissions

04 – Web Enable Key Dates

• Web Publishing a Key Date
• Unpublishing a Key Date

05 – Web Enable Emails

• Web Publishing an Email
• Copying to Associates
• Web Publishing an Email from the Matter History

06 – Logging into the Portal

• Logging in as a Client
• Logging in as an Associate
• Forgotten Passwords
• Published Matters List
• Published Documents
• The Actions Panel
• Workflow Tasks
• Outstanding Key Dates

07 – Options Within the Portal

• Current Cases
• Your Details
• Contact Us
• The Conveyancing Calculator
• Printing
• File Sharing
• News
• My Account

08 – Associate Login

• Matters List
• Selecting a Matter
• Contact Us

09 – New Matter & Client Enquiries

• Submitting a New Enquiry
• Filling in the Forms
• Submitting a Form
• Viewing New Enquiries
• Deleting Enquiries
• Posting

Web Portal 2: Supervisor

01 – What is the Web Portal?

• Available Features
• Examples of Using the Web Portal

02 – Associate Setup

• Setup Requirements
• Creating a New Associate

03 – Access Template Setup

• Default Templates Available
• Creating a New Template
• Amending Access

04 – Conveyancing Options

• The Conveyancing Calculator Setup
• Setting Up Conveyancing Rates
• Creating Band Limits

05 – Web Enabling in Osprey

• Published Descriptions
• Web Enabling a Task
• Web Enabling a Worktype
• Web Enabling Questionnaires
• Linking Fields
• Compulsory Fields
• Designing a View
• Allocating Web Questionnaires
• Questionnaire Administrators

06 – Email Setup

• Setting Up Email Templates
• Linking Fields to Email Templates
• Adding Signatures

07 – Configuration

• Changing the Column Headings
• Rearranging Columns

Web Portal 3: File Sharing

01 – File Sharing

• Accessing File Sharing
• File Sharing Options in Matter History

02 – File Sharing Setup

• Amending the Access Template
• Ticking the Relevant Options

03 – Publishing Documents

• Publishing From the Matter History
• Client & Associate Permissions
• Viewing Published Documents in the Matter History

04 – Accessing Documents

• The File Sharing/Uploads Tab
• Document Options

05 – Checking Out Documents

• Checking Out a Document
• Checking In & Undo Options
• Amending the Document
• Checking the Document Back In
• Check In Comments

06 – Finalising Published Documents

• Finalising Documents
• Unfinalising Documents
• Unpublishing Documents

Year End

01 – Pre Month End Checks

• Pre-Period End Checks
• The Trial Balance
• Ledger Balance
• Purchase Balance
• Bank Balance

02 – Pre Month End Reports

• Pre-Period End Reports
• Aged Debtors Reports

03 – Add Period Set

• Adding New Periods
• Outstanding Scheduled Postings
• Tick Deferred Bills

04 – Year End

• Running Your Year End
• The Year End Report

05 – Month End Reports

• Running Your Reports
• Report Selection
• Printing Reports
• Exporting Reports

06 – Year End Reports

• Accessing Further Reports
• Filtering the Reports