Who is this guide for?
Full Client & Matter Search
More Options shows:
You may search for the clients full name, and/or address. It’s also possible to filter for a specific fee earner, or work type.
Should wish to search archives, set Include Archives? to Yes
To search through Prospect Matters, tick Prospect.
You can use the Conflict of Interest to search for duplicate clients
The Global search searches all areas of Osprey with no requirement for a wildcard to be entered and returns all matches. For best results, you should enter as much information as you can.
Once you have entered your search details in the Global search box and clicked the magnifying glass icon to perform your search