Searching for Clients (App)
Updated Feb 1st, 2023
Who is this guide for?
Any Users
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.
Search Results:

You can use the Conflict of Interest to search for duplicate clients
Global Search
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.
Step 1

Once you have entered your search details in the Global search box and clicked the magnifying glass icon to perform your search
Step 2
