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