Osprey Academy - Customer Support & Training

Using Osprey

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

Who is this guide for?

System Supervisors

This Guide will cover adding and updating your branches on Osprey Approach

Adding a new branch

To add a new branch, go to Supervisor, System Setup, then select Branches. Left click Add Branch.

  • Branch Description – The name of the branch
  • Branch Weighting – All branches need to add up to 100%, however this does not affect any current feature of Osprey
  • Location – London or not London (Location determines whether the London or National rates are used for time recording on legal aid matters)
  • TM User ID – No longer needed
  • LAA Supplier Number – needed for Legal Aid
  • CRM Contract Number – needed for Legal Aid
  • CRM Schedule Number – needed for Legal Aid
  • CLS Schedule Number – needed for Legal Aid
  • VAT No – for VAT submissions
  • Address and contact details – Can be used with document, email and SMS templates.
  • Is Default – Set this branch to be the default branch
  • In Use – Marks the branch as In Use/Archived
  • Email Signature – Set up a branch email signature

Editing a branch

To make amendments to an existing branch, such as updating address or contact details, go to Supervisor, System Setup, then select Branches.

Right-click and edit the required branch.

Once the changes have been completed, click Save.

Removing a branch

You can only archive a branch if there are no live matters currently assigned to the branch.
To archive a branch, go to Supervisor, System Setup, then select Branches.

Right-click and edit the required branch.

Untick the In Use box and click Save.



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