Course Catalogue
Updated Aug 27th, 2024
Who is this guide for?
Any Users
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?
- 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 Clients & Matters
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 Notes
- 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 Banks?
- 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
- The Tick Task Action
- Ticking a Task
Auto Posting
01 – Auto Posting Overview
- Why Use Auto Posting
- Posting Types Available
02 – Custom Auto Posting
- Auto Posting Format
- Cost Transfers
- Client Bank Receipts
- Client Bank Payments
- Uploading the CSV File
- Posting the Data
03 – Smart Actions Auto Billing
- Auto Billing
- Configuring Options
- Adding Rows to your Bill
- Importing Bill Details
- Saving & Printing your Bills
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
- 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 in the Browser
- 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
Outlook Add-In (Online & 365)
01 – Installing & Logging In
- Installing the Add-In from Outlook
- Installing the Add-In from Office Online
- Sign In Options
02 – Exporting Emails to Osprey
- Locating a File to Export To
- The Export Details Panel
- Exporting Attachments
- Exported Email Tags
03 – Adding Data from Osprey into Outlook Emails
- Selecting Email Addresses
- Adding Matter History Items
- Adding Packages
- Convert Word to PDF
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
- 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: 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 2: 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 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 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 – 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