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?

Case Workers

J Codes allow further categorisation of charges and expenses incurred during litigation, based on the experience of the litigator.

To record time with J Codes, please ensure your grade codes have been set up to your fee earner by a relevant System Supervisor.

Recording New Time

Open the Post Time Entry screen by going to Time Recording and selecting Post Time.

Enter Details for your Time Entry. To the right-hand side you will have the Phase/Task Code and Activity Code dropdowns. Click Post to post to the ledger.

Adding J Codes to existing Time Entries

Click Time Recording in the Side Menu to bring up the Time Ledger.
You will notice there is a column headed Codes. Click the Add Icon to assign the entry a Phase/Task and Activity. Click Save to save your changes.

Once saved, you will be returned to the Time Ledger and you will notice that the Phase/Task Code and the Activity Code columns now have the chosen information displayed.

You can select the pencil icon in the Codes column to amend the information if required.

Linking Expense Codes to Disbursements on the Client Ledger

Navigate to the Client Ledger tab to display the client ledger for your selected file.

By default, you should be able to see columns for Phase/Task Code, Expense Code and Edit Codes.
If these are not visible, you can unhide these with the Grids icon

Select Edit Codes icon to link a Phase/Task Code and Expense Code to a relevant entry.

The selected information will now be present in the client ledger.

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