Moving around Osprey
Updated Dec 2nd, 2024
There are a few updated methods to move about Osprey
Using the left-hand side main menu
The main menu is Osprey has been decluttered and simplified so you can navigate around the system quicker. You’ll now find five clear areas within Osprey: Case management, compliance, accounts, reports and supervisor.
The menu can be expanded to show descriptions or collapsed showing top level icons only.
Further options are available at the bottom of the menu, the support option provides links to relevant pages on the Osprey support site.
Clicking My account allow you to change your password and enable or disable Two Factor Authentication
Clicking About provides information about the version of Osprey and company name
Clicking What’s new will play a video of the latest changes
Using breadcrumbs
An alternative to moving around Osprey is to use the breadcrumb at the top of your loaded page.
The breadcrumbs are a signpost to your current location in Osprey and can be clicked on to move seamlessly to other areas, for your selected client. Jump from your matter history to workflows with ease.
Matter selector
The matter selector is displayed across all pages.
Users can quickly switch between their 20 most recent matters from this list.
Master actions
The NEW menu allows users to quickly carry out “new” or “add” actions from any screen in Osprey.
You can start a conflict-of-interest search and add new clients and matters. You can also click the shortcuts to launch the appropriate page to create new documents, emails, key dates etc. on the currently selected matter.
Page headings and matter info
For pages relating to clients and matters you will see a tooltip which describes the page’s use.
You will also see the client and matter number, matter description and whether the matter is open, completed or archived as well as its risk status.
Clicking the client and matter button opens the right drawer with additional information about the client, matter and any related matters. This element is reused across Osprey showing matter, client and related matters to provide quick access to data.
Hovering over most data will allow the user to copy it to their clipboard.
Searching
You will find the Search clients and matters bar at the top of Osprey whichever section you happen to in
You can search by client-matter number, matter description, name, phone number and email. It is possible to type what you are looking for in full or in part. The search supports the following client-matter format SMI001/1, SMI001-1 or SMI001_1.
By choosing Refine your search you can further filter the results found, as well as amending the layout of the columns.
To turn on the filter row, click the column chooser icon, and tick the Show Filter Row box:
When the filter row is turned on, you can search for additional values within each column of your search results:
In the top right of the search results screen, you can clear any grid filters you have added by clicking the Clear Grid Filters icon:
To change the columns that are displayed in the Global search, click the Configure Grid icon, and tick / untick the columns that you want to show/hide:
To reorder columns in the display, simply click and drag the column heading you want to move, and drag it to the required position:
You can also resize columns to fit:
To select a matter, simply click one of the columns of data for the relevant matter.
- Clicking any client information will take you to the Client Details page
- Clicking any matter information will take you to the Matter Details page
- If you have enabled the WIP Balance column, clicking this will take you to the Time Recording page.
- If you have enabled the Client Balance column, clicking this will take you to the client ledger.
You can also export your results to Excel/CSV using the Export button in the top left-hand corner:
Please note that search results will now show an icon if there is a record for the client in COLP / COFA.
