Osprey Academy - Customer Support & Training

Using Osprey

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

Combine DocuSign, one of the leading digital signature software companies, with Osprey to make obtaining signatures quicker and easier..

Integrated with the Osprey Case Management App, you can request digital signatures in seconds. When using electronic signatures, 82% of agreements are completed in less than a day, and 49% are completed in less than 15 minutes.

Saves on costs and time

By digitalising your firm’s processes, you can strive for a paperless office. The DocuSign eSignature tool saves an average of £30 per agreement by reducing printing and posting costs and improving staff productivity.

After selecting one (or multiple) documents from the Matter History, a signature can be requested from the lead client, and any additional clients or associates linked to the matter.

Improved security

To improve security and convenience for clients, you can request e-signatures via the Osprey secure Web Portal.

Clients can log in to their portal, either via a web browser or your firm’s mobile app, and see all signed and pending DocuSign requests.

Status tracking

Easily keep track of your signature requests within the Matter History, whenever the document is opened and signed, with the signed document converted to PDF and returned directly in Osprey.

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